Purchases and Sales Made in Q4 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 2022. 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 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.6K- 51.56% |
$249K - $293K
|
5.26K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.83K- 8.17% |
$260K - $305K
|
65.6K
$4.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.86K- 49.75% |
$261K - $307K
|
5.92K
$386K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.29K- 61.76% |
$280K - $329K
|
3.89K
$254K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.29K- 3.97% |
$280K - $329K
|
152K
$9.93M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6.99K- 3.42% |
$311K - $366K
|
197K
$12.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-7.04K- 9.67% |
$313K - $368K
|
65.7K
$4.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-7.16K- 21.86% |
$319K - $375K
|
25.6K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.32K- 10.38% |
$326K - $383K
|
63.2K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.46K- 63.4% |
$332K - $390K
|
4.31K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.47K- 2.68% |
$333K - $391K
|
271K
$17.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-7.53K- 1.02% |
$335K - $394K
|
733K
$47.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.64K- 5.96% |
$340K - $400K
|
121K
$7.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-7.74K- 3.8% |
$344K - $405K
|
196K
$12.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.03K- 15.65% |
$358K - $420K
|
43.3K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.23K- 20.41% |
$367K - $431K
|
32.1K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.41K- 10.7% |
$374K - $440K
|
70.2K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-8.68K- 37.93% |
$387K - $454K
|
14.2K
$927K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9.07K- 11.49% |
$404K - $475K
|
69.9K
$4.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.6K- 1.45% |
$472K - $555K
|
720K
$47M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.5K- 55.26% |
$513K - $602K
|
9.32K
$608K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-11.6K- 42.74% |
$516K - $606K
|
15.5K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-11.8K- 61.32% |
$526K - $618K
|
7.45K
$486K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 35.83% |
$537K - $631K
|
21.6K
$1.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13K- 4.6% |
$579K - $681K
|
270K
$17.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-13.4K- 4.03% |
$598K - $702K
|
320K
$20.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.5K- 3.88% |
$601K - $706K
|
334K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-14.1K- 16.47% |
$626K - $736K
|
71.3K
$4.65M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14.1K- 4.09% |
$627K - $736K
|
330K
$21.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-14.6K- 39.32% |
$650K - $763K
|
22.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-14.9K- 6.82% |
$663K - $780K
|
203K
$13.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16.2K- 3.88% |
$722K - $848K
|
401K
$26.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-16.4K- 4.43% |
$731K - $858K
|
354K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16.4K- 10.62% |
$732K - $860K
|
138K
$9.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-17.8K- 15.81% |
$795K - $934K
|
95K
$6.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-18.1K- 8.54% |
$804K - $945K
|
194K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18.7K- 21.61% |
$831K - $977K
|
67.7K
$4.42M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.8K- 1.01% |
$883K - $1.04M
|
1.94M
$127M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.75% |
$948K - $1.11M
|
546K
$35.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-23.1K- 3.48% |
$1.03M - $1.21M
|
640K
$41.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-24.5K- 2.12% |
$1.09M - $1.28M
|
1.13M
$73.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26K- 45.63% |
$1.16M - $1.36M
|
30.9K
$2.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.6K- 2.48% |
$1.27M - $1.49M
|
1.12M
$73.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.9K- 3.73% |
$1.38M - $1.62M
|
796K
$52M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-32.7K- 7.62% |
$1.46M - $1.71M
|
397K
$25.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32.8K- 30.22% |
$1.46M - $1.71M
|
75.7K
$4.94M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-33.8K- 7.24% |
$1.51M - $1.77M
|
434K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.9K- 6.08% |
$1.51M - $1.77M
|
524K
$34.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-34.4K- 8.59% |
$1.53M - $1.8M
|
365K
$23.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.8K- 64.14% |
$1.55M - $1.82M
|
19.4K
$1.27M
|