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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-14.4K- 14.89% |
$826K - $902K
|
82.2K
$5.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13.9K- 7.06% |
$797K - $870K
|
183K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13K- 5.49% |
$748K - $817K
|
224K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-12.9K- 57.41% |
$741K - $809K
|
9.57K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.5K- 18.92% |
$721K - $787K
|
53.8K
$3.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.5K- 5.15% |
$719K - $785K
|
230K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.2K- 9.48% |
$701K - $766K
|
117K
$7.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-11.9K- 3.36% |
$686K - $749K
|
343K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8K- 1.22% |
$677K - $740K
|
957K
$58.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.3K- 1.8% |
$648K - $708K
|
616K
$37.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-11.1K- 4.58% |
$637K - $696K
|
231K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 7.19% |
$623K - $680K
|
140K
$8.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-10.4K- 7.47% |
$598K - $653K
|
129K
$7.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-10.3K- 30.38% |
$590K - $644K
|
23.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10K- 1.58% |
$576K - $629K
|
625K
$38.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-9.98K- 4.84% |
$574K - $626K
|
196K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.74K- 37.69% |
$560K - $611K
|
16.1K
$988K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.6K- 27.79% |
$552K - $603K
|
25K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.58K- 3.44% |
$551K - $601K
|
269K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.07K- 90.91% |
$521K - $569K
|
907
$55.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.53K- 0.28% |
$490K - $536K
|
3.01M
$185M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.9K- 4.31% |
$454K - $496K
|
175K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-7.8K- 3.3% |
$448K - $489K
|
229K
$14M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7.75K- 8.25% |
$445K - $486K
|
86.1K
$5.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-7.74K- 3.96% |
$445K - $486K
|
188K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 10.22% |
$405K - $442K
|
61.9K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.98K- 26.95% |
$401K - $438K
|
18.9K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.47K- 15.4% |
$372K - $406K
|
35.6K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-6.22K- 3.7% |
$357K - $390K
|
162K
$9.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-6.22K- 6.14% |
$357K - $390K
|
95.1K
$5.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.21K- 8.57% |
$357K - $390K
|
66.3K
$4.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.17K- 22.5% |
$355K - $387K
|
21.3K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.87K- 39.36% |
$337K - $369K
|
9.05K
$555K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-5.75K- 45.8% |
$331K - $361K
|
6.81K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.55K- 1.07% |
$319K - $349K
|
513K
$31.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-5.55K- 21.38% |
$319K - $348K
|
20.4K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-5.52K- 5.14% |
$317K - $346K
|
102K
$6.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.48K- 3.26% |
$315K - $344K
|
163K
$9.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.37K- 3.22% |
$308K - $337K
|
161K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.32K- 0.74% |
$305K - $334K
|
717K
$44M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 1.99% |
$302K - $330K
|
258K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.11K- 4.65% |
$294K - $321K
|
105K
$6.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.1K- 23.31% |
$293K - $320K
|
16.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.05K- 24.83% |
$290K - $317K
|
15.3K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-5.05K- 4.88% |
$290K - $317K
|
98.5K
$6.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.69K- 8.02% |
$270K - $294K
|
53.8K
$3.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.51K- 97.81% |
$259K - $283K
|
101
$6.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 3.04% |
$256K - $280K
|
142K
$8.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.45K- 1.09% |
$256K - $279K
|
405K
$24.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.28K- 3.09% |
$246K - $268K
|
134K
$8.24M
|