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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.84K- 11.36% |
$163K - $178K
|
22.1K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 16.36% |
$137K - $150K
|
12.2K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.79K- 76.1% |
$103K - $113K
|
563
$36.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.43K- 9.22% |
$82K - $89.6K
|
14.1K
$912K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 48.83% |
$63.6K - $69.4K
|
1.16K
$75.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.1K- 13.09% |
$63.1K - $68.9K
|
7.29K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1K- 16.97% |
$57.5K - $62.8K
|
4.89K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-968- 1.04% |
$55.6K - $60.8K
|
92.5K
$6M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-900- 95.24% |
$51.7K - $56.5K
|
45
$2.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-871- 64.57% |
$50.1K - $54.7K
|
478
$31K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-535- 75.46% |
$30.7K - $33.6K
|
174
$11.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-501- 40.02% |
$28.8K - $31.4K
|
751
$48.7K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-450- 9.21% |
$25.9K - $28.2K
|
4.44K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-439- 8.37% |
$25.2K - $27.6K
|
4.8K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-370- 4.59% |
$21.3K - $23.2K
|
7.69K
$499K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-333- 4.78% |
$19.1K - $20.9K
|
6.63K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 38.64% |
$18.6K - $20.3K
|
513
$33.3K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-300- 0.11% |
$17.2K - $18.8K
|
261K
$16.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-253- 51.01% |
$14.5K - $15.9K
|
243
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-123- 2.77% |
$7.07K - $7.72K
|
4.32K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-108- 1.4% |
$6.21K - $6.78K
|
7.62K
$494K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-108- 0.43% |
$6.21K - $6.78K
|
25.3K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-78- 0.29% |
$4.48K - $4.9K
|
26.5K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 2.82% |
$1.49K - $1.63K
|
896
$58.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.07% |
$977 - $1.07K
|
23.5K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.1% |
$920 - $1K
|
16.2K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.47% |
$747 - $816
|
2.77K
$179K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-23.6K- 68.96% |
$1.3M - $1.38M
|
10.6K
$689K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.7K- 63.26% |
$700K - $742K
|
7.36K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.25K- 46.06% |
$401K - $425K
|
8.5K
$551K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.19K- 98.13% |
$342K - $362K
|
118
$7.66K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-5.37K- 35.64% |
$297K - $315K
|
9.7K
$630K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 49.44% |
$285K - $302K
|
5.28K
$343K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.12K- 40.8% |
$172K - $183K
|
4.52K
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 13.69% |
$58.5K - $62.1K
|
6.69K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-591- 13.98% |
$32.6K - $34.6K
|
3.64K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-548- 9.84% |
$30.3K - $32.1K
|
5.02K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-505- 5.25% |
$27.9K - $29.6K
|
9.11K
$591K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.97% |
$16.6K - $17.6K
|
14.9K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.97% |
$16.6K - $17.6K
|
14.9K
$968K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-196- 15.43% |
$10.8K - $11.5K
|
1.07K
$69.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-105- 7.07% |
$5.8K - $6.15K
|
1.38K
$89.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-50- 63.29% |
$2.76K - $2.93K
|
29
$1.88K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.81% |
$2.15K - $2.28K
|
4.78K
$310K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212K- 81.33% |
$11.3M - $12.3M
|
48.7K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.5K- 6.76% |
$3.33M - $3.63M
|
862K
$55.9M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57.6K- 90.42% |
$3.07M - $3.34M
|
6.1K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-41.5K- 88.17% |
$2.21M - $2.41M
|
5.57K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-16.9K- 55.33% |
$899K - $979K
|
13.6K
$883K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.2K- 45.52% |
$600K - $653K
|
13.5K
$874K
|
|