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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217K- 66.36% |
$13.2M - $14.1M
|
110K
$6.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-106K- 41.14% |
$6.45M - $6.9M
|
152K
$9.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-95.3K- 54.37% |
$5.78M - $6.19M
|
79.9K
$5.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-68.1K- 88.88% |
$4.14M - $4.42M
|
8.52K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35.3K- 11.42% |
$2.14M - $2.29M
|
274K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-29.4K- 12.27% |
$1.79M - $1.91M
|
210K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.7K- 82.93% |
$1.74M - $1.87M
|
5.91K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.1K- 11.16% |
$1.59M - $1.7M
|
208K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.9K- 31.94% |
$1.57M - $1.68M
|
55.2K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23.8K- 17.76% |
$1.45M - $1.55M
|
110K
$6.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-20.1K- 44.07% |
$1.22M - $1.3M
|
25.4K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-17.6K- 3.06% |
$1.07M - $1.15M
|
558K
$35.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-17.4K- 13.14% |
$1.06M - $1.13M
|
115K
$7.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.7K- 41.03% |
$1.02M - $1.09M
|
24.1K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.7K- 8.82% |
$1.01M - $1.08M
|
173K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.4K- 14.32% |
$999K - $1.07M
|
98.4K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.2K- 31.52% |
$924K - $988K
|
33.1K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-14.9K- 62.46% |
$906K - $969K
|
8.97K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11K- 3.86% |
$666K - $712K
|
273K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.93K- 13.71% |
$603K - $645K
|
62.5K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.84K- 24.31% |
$537K - $574K
|
27.5K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8.38K- 3.35% |
$509K - $544K
|
242K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.04K- 68.13% |
$488K - $522K
|
3.76K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.55K- 65.75% |
$459K - $490K
|
3.93K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.32K- 4.82% |
$444K - $475K
|
144K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.09K- 0.84% |
$430K - $460K
|
839K
$53M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-7.07K- 27.53% |
$429K - $459K
|
18.6K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.05K- 30.0% |
$428K - $458K
|
16.4K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.89K- 3.67% |
$419K - $448K
|
181K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.75K- 18.98% |
$410K - $438K
|
28.8K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6K- 26.16% |
$364K - $390K
|
16.9K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.83K- 1.56% |
$354K - $379K
|
368K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.41K- 84.47% |
$329K - $351K
|
995
$62.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.28K- 2.89% |
$321K - $343K
|
177K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.75K- 1.44% |
$289K - $309K
|
324K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 7.22% |
$271K - $290K
|
57.4K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.17K- 21.04% |
$253K - $271K
|
15.6K
$987K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.05K- 16.85% |
$246K - $263K
|
20K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.94K- 4.97% |
$239K - $256K
|
75.3K
$4.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 14.7% |
$231K - $247K
|
22.1K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.72K- 95.72% |
$226K - $241K
|
166
$10.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.71K- 6.77% |
$225K - $241K
|
51.1K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.6K- 8.24% |
$219K - $234K
|
40.1K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.81K- 0.74% |
$170K - $182K
|
377K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.57K- 1.71% |
$156K - $167K
|
147K
$9.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.5K- 11.65% |
$152K - $162K
|
18.9K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.36K- 33.65% |
$143K - $153K
|
4.65K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.34K- 2.72% |
$142K - $152K
|
83.8K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.29K- 39.28% |
$139K - $149K
|
3.54K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.24K- 19.21% |
$136K - $145K
|
9.42K
$594K
|