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 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
34.3K+ 36.54% |
$1.53M - $1.79M
|
128K
$8.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32.4KNew |
$1.44M - $1.69M
|
32.4K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
31.1K+ 3211.13% |
$1.39M - $1.63M
|
32.1K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
30.7K+ 8.93% |
$1.37M - $1.61M
|
375K
$23.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30.5K+ 3.97% |
$1.36M - $1.6M
|
800K
$50.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30.3K+ 113.94% |
$1.35M - $1.59M
|
56.9K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.8K+ 5.1% |
$1.33M - $1.56M
|
614K
$38.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
29.5KNew |
$1.31M - $1.54M
|
29.5K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.8K+ 4.61% |
$1.28M - $1.51M
|
654K
$41.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
27.4K+ 8.75% |
$1.22M - $1.43M
|
340K
$21.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.3KNew |
$1.22M - $1.43M
|
27.3K
$1.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
27.1KNew |
$1.2M - $1.42M
|
27.1K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.1K+ 65.33% |
$1.16M - $1.37M
|
66K
$4.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
25.8K+ 24.96% |
$1.15M - $1.35M
|
129K
$8.18M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
25.7K+ 12.73% |
$1.15M - $1.35M
|
228K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.2K+ 4.02% |
$1.12M - $1.32M
|
652K
$41.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 0.89% |
$1.11M - $1.3M
|
2.82M
$179M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.6K+ 7.01% |
$1.1M - $1.29M
|
375K
$23.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
24.2K+ 9.83% |
$1.08M - $1.27M
|
270K
$17.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
24.1K+ 6.1% |
$1.07M - $1.26M
|
419K
$26.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1K+ 5.84% |
$1.07M - $1.26M
|
437K
$27.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23.9K+ 26.98% |
$1.06M - $1.25M
|
113K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22.7KNew |
$1.01M - $1.19M
|
22.7K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
22.6K+ 2.11% |
$1M - $1.18M
|
1.09M
$69.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 4.6% |
$929K - $1.09M
|
474K
$30M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.7K+ 199.89% |
$923K - $1.09M
|
31.1K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
20.7K+ 322.88% |
$922K - $1.08M
|
27.1K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.6K+ 20.12% |
$919K - $1.08M
|
123K
$7.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
20.1K+ 40.16% |
$896K - $1.05M
|
70.2K
$4.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20K+ 12.62% |
$890K - $1.05M
|
178K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19.7K+ 18.47% |
$878K - $1.03M
|
127K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
19.6K+ 156.08% |
$874K - $1.03M
|
32.2K
$2.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
19KNew |
$846K - $994K
|
19K
$1.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
18.5KNew |
$824K - $969K
|
18.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.1K+ 29.4% |
$806K - $947K
|
79.6K
$5.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17.4K+ 7.49% |
$774K - $909K
|
249K
$15.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
17.3K+ 3.82% |
$771K - $906K
|
471K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.7K+ 11.06% |
$743K - $873K
|
167K
$10.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
16.4KNew |
$730K - $857K
|
16.4K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.8K+ 9.81% |
$704K - $827K
|
177K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8K+ 8.74% |
$701K - $824K
|
196K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.7KNew |
$701K - $823K
|
15.7K
$996K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.6KNew |
$695K - $816K
|
15.6K
$987K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.4KNew |
$687K - $807K
|
15.4K
$976K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.1K+ 14.26% |
$674K - $792K
|
121K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
14.8K+ 15.38% |
$660K - $776K
|
111K
$7.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.7K+ 191.86% |
$656K - $770K
|
22.4K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
14.6K+ 8.69% |
$649K - $763K
|
182K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 150.93% |
$648K - $762K
|
24.2K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14K+ 71.22% |
$623K - $732K
|
33.6K
$2.13M
|