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
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.39K- 0.97% |
$107K - $125K
|
243K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 5.43% |
$110K - $129K
|
42.9K
$2.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.48K- 0.6% |
$110K - $130K
|
411K
$26.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.51K- 1.91% |
$112K - $131K
|
129K
$8.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.54K- 0.96% |
$113K - $133K
|
261K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 37.09% |
$114K - $133K
|
4.33K
$279K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.57K- 8.91% |
$114K - $134K
|
26.3K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.6K- 4.7% |
$116K - $136K
|
52.7K
$3.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.81K- 2.77% |
$125K - $147K
|
98.6K
$6.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.87K- 12.57% |
$128K - $150K
|
20K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.91K- 26.82% |
$130K - $152K
|
7.94K
$511K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.91K- 2.93% |
$130K - $152K
|
96.4K
$6.21M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 1.67% |
$131K - $153K
|
172K
$11.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.01K- 14.29% |
$134K - $158K
|
18.1K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.04K- 1.48% |
$135K - $159K
|
202K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.16K- 13.73% |
$141K - $165K
|
19.9K
$1.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-3.18K- 22.73% |
$142K - $167K
|
10.8K
$697K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.45K- 48.73% |
$153K - $180K
|
3.63K
$234K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.48K- 3.42% |
$155K - $182K
|
98.4K
$6.34M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.55K- 14.69% |
$158K - $186K
|
20.6K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.55K- 36.75% |
$158K - $186K
|
6.11K
$394K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.6K- 52.66% |
$160K - $188K
|
3.24K
$208K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 20.75% |
$163K - $192K
|
14K
$901K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3.7K- 22.47% |
$165K - $194K
|
12.8K
$823K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3.76K- 0.31% |
$167K - $197K
|
1.2M
$77.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.89K- 22.13% |
$173K - $203K
|
13.7K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.08K- 3.54% |
$182K - $214K
|
111K
$7.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.29K- 4.98% |
$191K - $225K
|
81.9K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.38K- 12.24% |
$195K - $229K
|
31.4K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-4.39K- 42.83% |
$195K - $230K
|
5.86K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.41K- 2.24% |
$196K - $231K
|
193K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.44K- 1.43% |
$197K - $232K
|
306K
$19.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.57K- 0.93% |
$203K - $239K
|
488K
$31.4M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.59K- 48.47% |
$204K - $240K
|
4.88K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.63K- 27.0% |
$206K - $242K
|
12.5K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.65K- 7.74% |
$207K - $243K
|
55.4K
$3.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.67K- 0.58% |
$208K - $244K
|
800K
$51.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.67K- 35.55% |
$208K - $244K
|
8.47K
$545K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.67K- 1.16% |
$208K - $245K
|
397K
$25.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 1.04% |
$217K - $254K
|
462K
$29.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.93K- 2.54% |
$220K - $258K
|
189K
$12.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.98K- 20.13% |
$222K - $260K
|
19.7K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-5.07K- 3.17% |
$226K - $265K
|
155K
$9.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-5.07K- 6.71% |
$226K - $265K
|
70.6K
$4.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 52.29% |
$234K - $275K
|
4.79K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.25K- 1.77% |
$234K - $275K
|
291K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.4K- 15.56% |
$241K - $283K
|
29.3K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.6K- 51.56% |
$249K - $293K
|
5.26K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.83K- 8.17% |
$260K - $305K
|
65.6K
$4.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.86K- 49.75% |
$261K - $307K
|
5.92K
$381K
|