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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 2.73% |
$182K - $193K
|
107K
$6.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.97K- 27.71% |
$180K - $191K
|
7.76K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 1.26% |
$175K - $187K
|
227K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.85K- 11.34% |
$172K - $183K
|
22.3K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.81K- 2.23% |
$170K - $181K
|
123K
$7.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 1.59% |
$167K - $178K
|
171K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.76K- 26.17% |
$167K - $178K
|
7.79K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 9.94% |
$167K - $177K
|
25K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.68K- 10.33% |
$162K - $173K
|
23.2K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56K- 15.01% |
$155K - $165K
|
14.5K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.55K- 15.86% |
$154K - $164K
|
13.5K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.51K- 4.55% |
$152K - $162K
|
52.7K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.5K- 15.97% |
$151K - $161K
|
13.2K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 2.15% |
$149K - $159K
|
112K
$7.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.44K- 20.92% |
$148K - $157K
|
9.24K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.43K- 10.8% |
$147K - $157K
|
20.1K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.42K- 1.36% |
$146K - $156K
|
175K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.41K- 2.17% |
$146K - $155K
|
109K
$7.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-2.38K- 4.43% |
$144K - $153K
|
51.2K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 37.43% |
$140K - $149K
|
3.88K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2.31K- 5.39% |
$140K - $149K
|
40.6K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 38.73% |
$139K - $149K
|
3.65K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.26K- 1.4% |
$137K - $146K
|
160K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-2.25K- 6.36% |
$136K - $145K
|
33.2K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.2K- 1.96% |
$133K - $141K
|
110K
$7.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.14K- 11.64% |
$129K - $138K
|
16.2K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.07K- 2.63% |
$125K - $133K
|
76.4K
$4.96M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 17.57% |
$125K - $133K
|
9.68K
$628K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.03K- 7.05% |
$123K - $131K
|
26.8K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.97K- 2.73% |
$119K - $127K
|
70.2K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.96K- 23.31% |
$118K - $126K
|
6.43K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 3.34% |
$115K - $123K
|
55.2K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.9K- 31.95% |
$115K - $122K
|
4.04K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.89K- 24.37% |
$114K - $121K
|
5.85K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.87K- 5.63% |
$113K - $120K
|
31.3K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.85K- 0.8% |
$112K - $119K
|
228K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 2.2% |
$111K - $119K
|
82K
$5.32M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.84K- 28.44% |
$111K - $118K
|
4.62K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.83K- 9.84% |
$111K - $118K
|
16.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.78K- 12.61% |
$108K - $115K
|
12.4K
$803K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.76K- 22.2% |
$106K - $113K
|
6.17K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.76K- 14.81% |
$106K - $113K
|
10.1K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.75K- 10.63% |
$106K - $113K
|
14.7K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.71K- 57.25% |
$103K - $110K
|
1.28K
$82.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.68K- 1.09% |
$101K - $108K
|
153K
$9.91M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.6K- 6.46% |
$96.7K - $103K
|
23.2K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 6.35% |
$96.2K - $102K
|
23.5K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.56K- 20.14% |
$94.4K - $101K
|
6.19K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.56K- 0.55% |
$94.4K - $101K
|
281K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 10.1% |
$92.3K - $98.3K
|
13.6K
$882K
|