Purchases and Sales Made in Q4 2021 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE DIVIDEND GROWTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.27K+ 127.11% |
$63.8K - $70.5K
|
2.26K
$144K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.17K+ 2.8% |
$59K - $65.1K
|
42.9K
$2.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.16K+ 13.15% |
$58.3K - $64.4K
|
9.95K
$632K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.13K+ 21.9% |
$57.2K - $63.1K
|
6.31K
$401K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.13K+ 1.66% |
$56.8K - $62.7K
|
69.1K
$4.39M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.12K+ 3.54% |
$56.6K - $62.5K
|
32.8K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1.1K+ 3.53% |
$55.5K - $61.2K
|
32.2K
$2.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.1K+ 5.68% |
$55.5K - $61.2K
|
20.5K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.07K+ 0.46% |
$53.9K - $59.5K
|
235K
$14.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.06K+ 159.85% |
$53.6K - $59.2K
|
1.73K
$110K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.02K+ 4.19% |
$51.2K - $56.6K
|
25.3K
$1.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1K+ 12.94% |
$50.4K - $55.7K
|
8.73K
$554K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
954New |
$48.1K - $53.1K
|
954
$60.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
950New |
$47.9K - $52.9K
|
950
$60.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
926+ 5.81% |
$46.7K - $51.6K
|
16.9K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
922+ 12.82% |
$46.5K - $51.3K
|
8.11K
$515K
|
|
|
Feb 11, 2022
Q4 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
913+ 15.17% |
$46K - $50.8K
|
6.93K
$440K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
891+ 8.55% |
$44.9K - $49.6K
|
11.3K
$718K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
878+ 119.62% |
$44.3K - $48.9K
|
1.61K
$102K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
878+ 1.56% |
$44.3K - $48.9K
|
57.3K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
840+ 3.07% |
$42.4K - $46.8K
|
28.2K
$1.79M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
814New |
$41.1K - $45.3K
|
814
$51.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
789+ 3.53% |
$39.8K - $43.9K
|
23.1K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
784+ 1.6% |
$39.5K - $43.7K
|
49.7K
$3.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
771New |
$38.9K - $42.9K
|
771
$48.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
757+ 3.85% |
$38.2K - $42.1K
|
20.4K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
741+ 1.04% |
$37.4K - $41.3K
|
71.7K
$4.55M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
737New |
$37.2K - $41K
|
737
$46.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
736+ 11.32% |
$37.1K - $41K
|
7.24K
$459K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
736+ 17.93% |
$37.1K - $41K
|
4.84K
$307K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
700+ 10.92% |
$35.3K - $39K
|
7.11K
$451K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
687+ 14.12% |
$34.6K - $38.3K
|
5.55K
$352K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
639+ 13.15% |
$32.2K - $35.6K
|
5.5K
$349K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
603+ 0.33% |
$30.4K - $33.6K
|
185K
$11.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
600New |
$30.3K - $33.4K
|
600
$38.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
592+ 5.9% |
$29.9K - $33K
|
10.6K
$674K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
585+ 1.29% |
$29.5K - $32.6K
|
46.1K
$2.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
582+ 1.93% |
$29.4K - $32.4K
|
30.7K
$1.95M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
567+ 1.03% |
$28.6K - $31.6K
|
55.4K
$3.52M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
550New |
$27.7K - $30.6K
|
550
$34.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
549New |
$27.7K - $30.6K
|
549
$34.8K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
544New |
$27.4K - $30.3K
|
544
$34.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
539+ 2.98% |
$27.2K - $30K
|
18.6K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
525+ 37.34% |
$26.5K - $29.2K
|
1.93K
$123K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
513+ 0.93% |
$25.9K - $28.6K
|
55.5K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
507+ 6.27% |
$25.6K - $28.2K
|
8.59K
$545K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
495+ 1.91% |
$25K - $27.6K
|
26.4K
$1.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
491+ 9.77% |
$24.8K - $27.3K
|
5.52K
$350K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
469+ 4.86% |
$23.7K - $26.1K
|
10.1K
$642K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
450+ 3.67% |
$22.7K - $25.1K
|
12.7K
$806K
|