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 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.43K- 3.07% |
$63.9K - $75K
|
45.2K
$2.83M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-816- 0.55% |
$36.3K - $42.7K
|
147K
$9.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-811- 31.43% |
$36.1K - $42.4K
|
1.77K
$111K
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-773- 14.3% |
$34.4K - $40.5K
|
4.63K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-334- 3.6% |
$14.9K - $17.5K
|
8.95K
$560K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-303- 15.47% |
$13.5K - $15.9K
|
1.66K
$104K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 4.26% |
$8.91K - $10.5K
|
4.5K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13- 0.23% |
$579 - $680
|
5.57K
$349K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.2KClosed |
$1.12M - $1.33M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.9K- 56.04% |
$838K - $994K
|
14.8K
$925K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33K- 76.26% |
$193K - $228K
|
1.35K
$84.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 68.51% |
$133K - $158K
|
1.38K
$86.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.35K- 30.03% |
$105K - $124K
|
5.48K
$343K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.29K- 32.53% |
$102K - $120K
|
4.74K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.19K- 29.56% |
$97.2K - $115K
|
5.21K
$326K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.04K- 89.82% |
$90.6K - $107K
|
231
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.03K- 0.69% |
$90.4K - $107K
|
293K
$18.4M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.79K- 28.53% |
$79.6K - $94.4K
|
4.48K
$281K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.35K- 2.4% |
$60K - $71.1K
|
55K
$3.44M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.3K- 22.06% |
$57.8K - $68.5K
|
4.59K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.29K- 7.12% |
$57.4K - $68.1K
|
16.8K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 17.18% |
$45.5K - $54K
|
4.94K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-530- 3.29% |
$23.6K - $27.9K
|
15.6K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-457- 1.49% |
$20.3K - $24.1K
|
30.1K
$1.89M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-396- 7.51% |
$17.6K - $20.9K
|
4.88K
$305K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-167KClosed |
$7.64M - $8.94M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-76.2KClosed |
$3.49M - $4.09M
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-68.4KClosed |
$3.14M - $3.67M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-22.8KClosed |
$1.05M - $1.22M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$798K - $934K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9.47K- 88.29% |
$434K - $508K
|
1.26K
$78.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-6.71KClosed |
$308K - $360K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-5.31KClosed |
$244K - $285K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.05KClosed |
$231K - $271K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.92KClosed |
$180K - $211K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.92KClosed |
$180K - $211K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-3.81K- 0.35% |
$174K - $204K
|
1.08M
$67.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2KClosed |
$91.7K - $107K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.86K- 7.37% |
$85.4K - $100K
|
23.4K
$1.47M
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.73KClosed |
$79.4K - $93K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.69K- 10.54% |
$77.2K - $90.5K
|
14.3K
$895K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.08K- 38.57% |
$49.5K - $58K
|
1.72K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.06K- 96.55% |
$48.7K - $57.1K
|
38
$2.38K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-755- 73.09% |
$34.6K - $40.5K
|
278
$17.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-596- 4.19% |
$27.3K - $32K
|
13.6K
$852K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-360Closed |
$16.5K - $19.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-348- 4.5% |
$16K - $18.7K
|
7.39K
$463K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-300Closed |
$13.8K - $16.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-229- 24.92% |
$10.5K - $12.3K
|
690
$43.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-198Closed |
$9.08K - $10.6K
|
0
$0
|
|