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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 30.33% |
$622K - $731K
|
60K
$3.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
14K+ 7.95% |
$621K - $730K
|
189K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14KNew |
$621K - $730K
|
14K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13.9K+ 12.17% |
$617K - $725K
|
128K
$8.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
13.1K+ 2.47% |
$582K - $684K
|
543K
$34.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.9KNew |
$576K - $677K
|
12.9K
$819K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12.8K+ 69.04% |
$568K - $668K
|
31.3K
$1.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12.7K+ 3.01% |
$566K - $665K
|
434K
$27.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12.4K+ 3.27% |
$550K - $647K
|
390K
$24.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
12.3K+ 8.39% |
$546K - $642K
|
159K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
12.2K+ 3.16% |
$545K - $641K
|
400K
$25.3M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.2KNew |
$544K - $639K
|
12.2K
$773K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.9K+ 1.45% |
$531K - $624K
|
833K
$52.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
11.7KNew |
$523K - $614K
|
11.7K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
11.7K+ 4.34% |
$521K - $612K
|
281K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.7K+ 8.65% |
$520K - $611K
|
147K
$9.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 5.68% |
$517K - $607K
|
216K
$13.7M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.5KNew |
$512K - $602K
|
11.5K
$728K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 65.28% |
$509K - $598K
|
28.9K
$1.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
11.3KNew |
$502K - $590K
|
11.3K
$713K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5K+ 77.78% |
$468K - $549K
|
24K
$1.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1KNew |
$449K - $528K
|
10.1K
$639K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9.94K+ 12.51% |
$442K - $520K
|
89.3K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
9.85K+ 5.82% |
$438K - $515K
|
179K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.84K+ 18.75% |
$438K - $515K
|
62.3K
$3.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.82K+ 5.82% |
$437K - $514K
|
179K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
9.81K+ 3.26% |
$437K - $514K
|
311K
$19.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9.79KNew |
$436K - $512K
|
9.79K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.76K+ 131.33% |
$435K - $511K
|
17.2K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.66KNew |
$430K - $506K
|
9.66K
$612K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9.64KNew |
$429K - $505K
|
9.64K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.46K+ 7.85% |
$421K - $495K
|
130K
$8.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.42KNew |
$419K - $493K
|
9.42K
$596K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.39KNew |
$418K - $491K
|
9.39K
$594K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9.26K+ 13.22% |
$412K - $485K
|
79.3K
$5.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9.23K+ 4.11% |
$411K - $483K
|
234K
$14.8M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
9.05K+ 12.62% |
$403K - $474K
|
80.8K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.83K+ 36.61% |
$393K - $462K
|
33K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.83K+ 13.95% |
$393K - $462K
|
72.1K
$4.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.77KNew |
$390K - $459K
|
8.77K
$555K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
8.74KNew |
$389K - $457K
|
8.74K
$553K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
8.59K+ 55.49% |
$383K - $450K
|
24.1K
$1.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.58K+ 15.19% |
$382K - $449K
|
65K
$4.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.48K+ 8.07% |
$377K - $444K
|
114K
$7.18M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
8.39KNew |
$374K - $439K
|
8.39K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.21K+ 140.17% |
$365K - $429K
|
14.1K
$890K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.18KNew |
$364K - $428K
|
8.18K
$518K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.01KNew |
$357K - $419K
|
8.01K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8K+ 1.71% |
$356K - $419K
|
476K
$30.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.76K+ 98.44% |
$345K - $406K
|
15.6K
$990K
|