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 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.68% |
$178 - $209
|
591
$38.1K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$178 - $209
|
4
$258
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.08% |
$178 - $209
|
4.74K
$305K
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$89.1 - $105
|
1.49K
$96.1K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.04% |
$44.5 - $52.3
|
50
$3.22K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$44.5 - $52.3
|
463
$29.8K
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $52.3
|
11.8K
$762K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 16.67% |
$44.5 - $52.3
|
7
$451
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.93% |
$44.5 - $52.3
|
108
$6.96K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$44.5 - $52.3
|
6.24K
$402K
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-1- 0.01% |
$44.5 - $52.3
|
14K
$899K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.01% |
$44.5 - $52.3
|
7.26K
$468K
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2- -0.0% |
$89.1 - $105
|
47.5K
$3.06M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.08% |
$312 - $366
|
8.85K
$570K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.03% |
$356 - $419
|
27.7K
$1.78M
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13- 0.23% |
$579 - $680
|
5.57K
$359K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 2.16% |
$623 - $733
|
635
$40.9K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-19- 0.01% |
$846 - $994
|
144K
$9.31M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-31- 0.26% |
$1.38K - $1.62K
|
11.8K
$760K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-35- 1.34% |
$1.56K - $1.83K
|
2.58K
$166K
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-43- 1.8% |
$1.91K - $2.25K
|
2.35K
$151K
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-52- 0.05% |
$2.32K - $2.72K
|
110K
$7.09M
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.27% |
$2.4K - $2.83K
|
4.21K
$271K
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-60- 0.43% |
$2.67K - $3.14K
|
13.9K
$894K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-64- 1.11% |
$2.85K - $3.35K
|
5.72K
$368K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-67- 0.19% |
$2.98K - $3.51K
|
35.6K
$2.29M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-68- 1.41% |
$3.03K - $3.56K
|
4.75K
$306K
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-72- 0.04% |
$3.21K - $3.77K
|
203K
$13.1M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-81- 1.02% |
$3.61K - $4.24K
|
7.83K
$504K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-83- 1.27% |
$3.7K - $4.34K
|
6.46K
$416K
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.22% |
$3.96K - $4.66K
|
7.21K
$464K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-100- 0.98% |
$4.45K - $5.23K
|
10.1K
$650K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 0.36% |
$4.54K - $5.34K
|
28.5K
$1.84M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-102- 0.99% |
$4.54K - $5.34K
|
10.2K
$660K
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
SELL
|
- |
-104- 0.07% |
$4.63K - $5.44K
|
142K
$9.16M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-106- 0.06% |
$4.72K - $5.55K
|
182K
$11.7M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-131- 1.42% |
$5.83K - $6.86K
|
9.09K
$585K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-135- 1.05% |
$6.01K - $7.06K
|
12.8K
$823K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-137- 0.69% |
$6.1K - $7.17K
|
19.6K
$1.26M
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-142- 2.42% |
$6.32K - $7.43K
|
5.72K
$368K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-149- 9.45% |
$6.63K - $7.8K
|
1.43K
$92K
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-150- 0.43% |
$6.68K - $7.85K
|
35.1K
$2.26M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 3.03% |
$6.68K - $7.85K
|
4.79K
$309K
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-178- 2.06% |
$7.93K - $9.31K
|
8.45K
$545K
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-182- 3.06% |
$8.1K - $9.52K
|
5.76K
$371K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-196- 2.15% |
$8.73K - $10.3K
|
8.93K
$575K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 4.26% |
$8.91K - $10.5K
|
4.5K
$290K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-217- 1.93% |
$9.66K - $11.4K
|
11.1K
$712K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-218- 2.02% |
$9.71K - $11.4K
|
10.6K
$683K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-226- 5.17% |
$10.1K - $11.8K
|
4.15K
$267K
|