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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7.74K+ 2.78% |
$345K - $405K
|
287K
$18.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.69K+ 3.63% |
$343K - $403K
|
220K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.68K+ 107.06% |
$342K - $402K
|
14.9K
$948K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
7.64K+ 55.76% |
$340K - $400K
|
21.3K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.52KNew |
$335K - $393K
|
7.52K
$480K
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
BUY
|
- |
7.43KNew |
$331K - $389K
|
7.43K
$474K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
7.3KNew |
$325K - $382K
|
7.3K
$466K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
7.17K+ 2.07% |
$319K - $375K
|
353K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.12K+ 7.47% |
$317K - $373K
|
102K
$6.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.11KNew |
$316K - $372K
|
7.11K
$453K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.09K+ 2.74% |
$316K - $371K
|
266K
$17M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.06K+ 22.72% |
$314K - $369K
|
38.1K
$2.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.05K+ 7.47% |
$314K - $369K
|
101K
$6.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
7.02K+ 9.78% |
$313K - $367K
|
78.8K
$5.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.82K+ 2.97% |
$304K - $357K
|
236K
$15.1M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.71KNew |
$299K - $351K
|
6.71K
$428K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.7KNew |
$298K - $351K
|
6.7K
$427K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.66K+ 120.23% |
$296K - $348K
|
12.2K
$778K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
6.63K+ 2.32% |
$295K - $347K
|
292K
$18.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.61KNew |
$294K - $346K
|
6.61K
$422K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.55KNew |
$292K - $343K
|
6.55K
$418K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.44KNew |
$287K - $337K
|
6.44K
$411K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6.1K+ 5.04% |
$271K - $319K
|
127K
$8.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
6.09KNew |
$271K - $319K
|
6.09K
$389K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.96K+ 6.98% |
$265K - $312K
|
91.3K
$5.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.92KNew |
$264K - $310K
|
5.92K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.87KNew |
$261K - $307K
|
5.87K
$375K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.87K+ 22.49% |
$261K - $307K
|
32K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.8K+ 107.84% |
$258K - $304K
|
11.2K
$714K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.77KNew |
$257K - $302K
|
5.77K
$368K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.61KNew |
$250K - $294K
|
5.61K
$358K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.58KNew |
$249K - $292K
|
5.58K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.58K+ 56.84% |
$248K - $292K
|
15.4K
$982K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.46KNew |
$243K - $286K
|
5.46K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.45KNew |
$242K - $285K
|
5.45K
$347K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.36K+ 2.74% |
$239K - $280K
|
201K
$12.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.33KNew |
$237K - $279K
|
5.33K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.28KNew |
$235K - $276K
|
5.28K
$337K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.28K+ 26.05% |
$235K - $276K
|
25.5K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.27K+ 246.29% |
$235K - $276K
|
7.41K
$473K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
5.24KNew |
$233K - $274K
|
5.24K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
5.16KNew |
$230K - $270K
|
5.16K
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
5.15KNew |
$229K - $269K
|
5.15K
$329K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.12KNew |
$228K - $268K
|
5.12K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.12KNew |
$228K - $268K
|
5.12K
$327K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.08K+ 105.51% |
$226K - $266K
|
9.89K
$631K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5K+ 22.57% |
$223K - $262K
|
27.1K
$1.73M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5K+ 22.57% |
$223K - $262K
|
27.1K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5KNew |
$223K - $262K
|
5K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.91K+ 11.88% |
$219K - $257K
|
46.2K
$2.95M
|