Latest Institutional Sells of Ishares Core Dividend Growth E (DGRO)
This list provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.2M- 21.81% |
$117M - $128M
|
7.88M
$454M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.13M- 68.61% |
$60.1M - $65.4M
|
515K
$29.7M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01M- 30.71% |
$53.8M - $58.6M
|
2.28M
$131M
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-750K- 64.19% |
$40M - $43.6M
|
418K
$24.1M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-703K- 95.81% |
$37.5M - $40.8M
|
30.7K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-674K- 3.45% |
$35.9M - $39.1M
|
18.9M
$1.09B
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-443K- 2.44% |
$23.6M - $25.7M
|
17.7M
$1.02B
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-339K- 9.87% |
$18.1M - $19.7M
|
3.1M
$178M
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-309K- 82.91% |
$16.5M - $17.9M
|
63.6K
$3.66M
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-237K- 95.37% |
$12.6M - $13.8M
|
11.5K
$663K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-216K- 32.72% |
$11.5M - $12.5M
|
444K
$25.6M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213K- 6.67% |
$11.3M - $12.4M
|
2.98M
$171M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212K- 81.33% |
$11.3M - $12.3M
|
48.7K
$2.81M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-193K- 22.78% |
$10.3M - $11.2M
|
653K
$37.6M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-153K- 82.6% |
$8.16M - $8.88M
|
32.2K
$1.86M
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-152K- 17.43% |
$8.12M - $8.84M
|
721K
$41.5M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-136K- 47.53% |
$7.27M - $7.92M
|
151K
$8.67M
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-122K- 19.67% |
$6.51M - $7.09M
|
499K
$28.7M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-120K- 56.68% |
$6.4M - $6.97M
|
91.7K
$5.28M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114K- 11.22% |
$6.08M - $6.62M
|
902K
$51.9M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-110K- 49.08% |
$5.88M - $6.4M
|
114K
$6.59M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-109K- 28.67% |
$5.84M - $6.36M
|
272K
$15.7M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-108K- 3.41% |
$5.76M - $6.27M
|
3.06M
$176M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-108K- 2.29% |
$5.74M - $6.25M
|
4.6M
$265M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104K- 12.53% |
$5.57M - $6.07M
|
729K
$42M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82.7K- 1.03% |
$4.41M - $4.8M
|
7.97M
$459M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-81.4K- 7.31% |
$4.34M - $4.73M
|
1.03M
$59.4M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-80.8K- 20.54% |
$4.31M - $4.69M
|
313K
$18M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71.3K- 3.13% |
$3.8M - $4.14M
|
2.21M
$127M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70K- 13.23% |
$3.73M - $4.06M
|
459K
$26.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.5K- 6.76% |
$3.33M - $3.63M
|
862K
$49.6M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.8K- 0.7% |
$3.29M - $3.59M
|
8.71M
$502M
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-61.7K- 87.96% |
$3.29M - $3.59M
|
8.45K
$487K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-58.3K- 4.59% |
$3.11M - $3.39M
|
1.21M
$69.9M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57.6K- 90.42% |
$3.07M - $3.34M
|
6.1K
$351K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-52.1K- 73.21% |
$2.78M - $3.02M
|
19K
$1.1M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-48.7K- 25.37% |
$2.59M - $2.83M
|
143K
$8.24M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-46.1K- 27.09% |
$2.46M - $2.68M
|
124K
$7.14M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45.8K- 5.43% |
$2.44M - $2.66M
|
798K
$45.9M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-44.2K- 19.85% |
$2.36M - $2.57M
|
178K
$10.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.4K- 1.73% |
$2.31M - $2.52M
|
2.47M
$142M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-42.2K- 67.78% |
$2.25M - $2.45M
|
20.1K
$1.15M
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-41.5K- 88.17% |
$2.21M - $2.41M
|
5.57K
$321K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-41K- 11.85% |
$2.19M - $2.38M
|
305K
$17.6M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.1K- 26.97% |
$2.14M - $2.33M
|
109K
$6.25M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-37.7K- 8.76% |
$2.01M - $2.19M
|
393K
$22.6M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37.6K- 28.11% |
$2.01M - $2.19M
|
96.3K
$5.54M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.8KClosed |
$1.96M - $2.14M
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36.4K- 62.95% |
$1.94M - $2.11M
|
21.4K
$1.23M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-36.2K- 19.06% |
$1.93M - $2.1M
|
154K
$8.86M
|