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 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.47K- 10.92% |
$170K - $179K
|
28.3K
$1.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 6.58% |
$123K - $129K
|
35.5K
$2.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.08K- 91.22% |
$102K - $107K
|
200
$13K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.02K- 23.69% |
$99.3K - $104K
|
6.52K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.87K- 26.09% |
$91.7K - $96.3K
|
5.29K
$343K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.47K- 10.49% |
$72.1K - $75.7K
|
12.5K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-950- 64.63% |
$46.6K - $49K
|
520
$33.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-902- 15.28% |
$44.3K - $46.5K
|
5K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-802- 5.12% |
$39.4K - $41.3K
|
14.9K
$964K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-784- 11.36% |
$38.5K - $40.4K
|
6.12K
$397K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-756- 0.17% |
$37.1K - $39K
|
436K
$28.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 3.7% |
$4.91K - $5.15K
|
2.6K
$169K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-96- 1.95% |
$4.71K - $4.95K
|
4.83K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-84- 0.93% |
$4.12K - $4.33K
|
8.97K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-52- 22.81% |
$2.55K - $2.68K
|
176
$11.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-25- 0.55% |
$1.23K - $1.29K
|
4.51K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-20- 2.58% |
$982 - $1.03K
|
756
$49.1K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-9.1K- 58.64% |
$436K - $471K
|
6.42K
$417K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.1KClosed |
$244K - $264K
|
0
$0
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.95KClosed |
$237K - $256K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 0.51% |
$97.5K - $105K
|
395K
$25.6M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.96K- 4.02% |
$93.9K - $101K
|
46.8K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 21.98% |
$59.4K - $64.2K
|
4.4K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.2K- 20.36% |
$57.3K - $61.9K
|
4.67K
$303K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.07KClosed |
$51.2K - $55.3K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-876- 5.6% |
$42K - $45.4K
|
14.8K
$958K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-530- 48.31% |
$25.4K - $27.4K
|
567
$36.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-94- 1.46% |
$4.51K - $4.87K
|
6.37K
$413K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4Closed |
$192 - $207
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.75% |
$948K - $1.11M
|
546K
$35.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-17.8K- 15.81% |
$795K - $934K
|
95K
$6.17M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.59K- 48.47% |
$204K - $240K
|
4.88K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.55K- 14.69% |
$158K - $186K
|
20.6K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 37.09% |
$114K - $133K
|
4.33K
$281K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.48K- 0.6% |
$110K - $130K
|
411K
$26.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.39K- 0.97% |
$107K - $125K
|
243K
$15.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.08K- 20.59% |
$92.4K - $109K
|
8.01K
$520K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.93K- 7.28% |
$85.9K - $101K
|
24.6K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 21.41% |
$78.8K - $92.6K
|
6.49K
$422K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.43K- 3.07% |
$63.9K - $75K
|
45.2K
$2.94M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-816- 0.55% |
$36.3K - $42.7K
|
147K
$9.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-811- 31.43% |
$36.1K - $42.4K
|
1.77K
$115K
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-773- 14.3% |
$34.4K - $40.5K
|
4.63K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-334- 3.6% |
$14.9K - $17.5K
|
8.95K
$581K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-303- 15.47% |
$13.5K - $15.9K
|
1.66K
$107K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 4.26% |
$8.91K - $10.5K
|
4.5K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13- 0.23% |
$579 - $680
|
5.57K
$362K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-31.7K- 80.63% |
$1.41M - $1.67M
|
7.61K
$494K
|
|
|
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
$960K
|
|