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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-28.4K- 14.03% |
$1.72M - $1.83M
|
174K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.16K- 35.68% |
$554K - $590K
|
16.5K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-7.91K- 2.52% |
$478K - $510K
|
307K
$18.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.6K- 2.97% |
$460K - $490K
|
248K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.98K- 3.07% |
$362K - $385K
|
189K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.88K- 1.6% |
$355K - $378K
|
362K
$22.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.78K- 53.49% |
$349K - $372K
|
5.02K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.04K- 26.62% |
$304K - $324K
|
13.9K
$849K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 7.87% |
$273K - $291K
|
52.9K
$3.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.7K- 40.5% |
$223K - $238K
|
5.43K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.97K- 27.71% |
$180K - $191K
|
7.76K
$474K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.53K- 4.05% |
$153K - $163K
|
59.9K
$3.66M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.87K- 21.95% |
$113K - $120K
|
6.65K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 7.77% |
$86.5K - $92.2K
|
17K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 11.27% |
$83.1K - $88.6K
|
10.8K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.09K- 19.66% |
$66.1K - $70.5K
|
4.47K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-726- 1.55% |
$43.9K - $46.8K
|
46.1K
$2.82M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-540- 32.97% |
$32.6K - $34.8K
|
1.1K
$67.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 8.4% |
$30K - $32K
|
5.41K
$331K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-224- 1.22% |
$13.5K - $14.4K
|
18.1K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-189- 4.64% |
$11.4K - $12.2K
|
3.89K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-173- 0.46% |
$10.5K - $11.1K
|
37.7K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-129- 0.28% |
$7.8K - $8.31K
|
46.5K
$2.84M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-123- 1.02% |
$7.44K - $7.92K
|
12K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-62- 0.02% |
$3.75K - $3.99K
|
249K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-57- 10.67% |
$3.45K - $3.67K
|
477
$29.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-35- 0.08% |
$2.12K - $2.25K
|
44.6K
$2.73M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.97M- 98.37% |
$180M - $193M
|
49.2K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.73M- 100.0% |
$166M - $177M
|
107
$6.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28M- 95.65% |
$77.5M - $82.9M
|
58K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18M- 79.35% |
$71.9M - $76.8M
|
308K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-803K- 7.0% |
$48.8M - $52.1M
|
10.7M
$652M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-307K- 53.14% |
$18.6M - $19.9M
|
271K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217K- 66.36% |
$13.2M - $14.1M
|
110K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194K- 46.24% |
$11.8M - $12.6M
|
226K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-169K- 90.3% |
$10.3M - $11M
|
18.2K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152K- 1.94% |
$9.24M - $9.88M
|
7.69M
$470M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150K- 81.49% |
$9.13M - $9.76M
|
34.2K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-135K- 31.86% |
$8.19M - $8.75M
|
288K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 5.64% |
$7.26M - $7.76M
|
2M
$122M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-116K- 14.45% |
$7.02M - $7.51M
|
684K
$41.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-106K- 41.14% |
$6.45M - $6.9M
|
152K
$9.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-95.3K- 54.37% |
$5.78M - $6.19M
|
79.9K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-87.3K- 43.69% |
$5.3M - $5.67M
|
112K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-58.4K- 9.76% |
$3.55M - $3.79M
|
540K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.6K- 47.76% |
$3.37M - $3.61M
|
60.8K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.4K- 1.24% |
$3.36M - $3.59M
|
4.39M
$269M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-52.7K- 9.92% |
$3.2M - $3.42M
|
478K
$29.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.8K- 6.9% |
$2.72M - $2.91M
|
605K
$37M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-44.4K- 20.92% |
$2.7M - $2.88M
|
168K
$10.3M
|
|