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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-988- 11.17% |
$60K - $64.2K
|
7.86K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-970- 94.08% |
$58.9K - $63K
|
61
$3.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-918- 7.26% |
$55.8K - $59.6K
|
11.7K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-913- 0.4% |
$55.4K - $59.3K
|
230K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-868- 11.74% |
$52.7K - $56.4K
|
6.52K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-825- 3.58% |
$50.1K - $53.6K
|
22.2K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-824- 3.53% |
$50K - $53.5K
|
22.6K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-822- 42.02% |
$49.9K - $53.4K
|
1.13K
$70.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-815- 3.27% |
$49.5K - $52.9K
|
24.1K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-813- 0.41% |
$49.4K - $52.8K
|
195K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-809- 21.31% |
$49.1K - $52.5K
|
2.99K
$185K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-783- 2.02% |
$47.6K - $50.8K
|
37.9K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-760- 14.08% |
$46.2K - $49.4K
|
4.64K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-756- 1.25% |
$45.9K - $49.1K
|
59.7K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-748- 4.36% |
$45.4K - $48.6K
|
16.4K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-736- 12.83% |
$44.7K - $47.8K
|
5K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-733- 2.09% |
$44.5K - $47.6K
|
34.4K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-721- 12.41% |
$43.8K - $46.8K
|
5.09K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-720- 13.2% |
$43.7K - $46.8K
|
4.74K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-719- 2.8% |
$43.7K - $46.7K
|
24.9K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-714- 2.39% |
$43.4K - $46.4K
|
29.2K
$1.81M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-698- 13.06% |
$42.4K - $45.3K
|
4.65K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-694- 1.6% |
$42.1K - $45.1K
|
42.7K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-672- 10.65% |
$40.8K - $43.6K
|
5.64K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-631- 3.9% |
$38.3K - $41K
|
15.6K
$963K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-629- 1.43% |
$38.2K - $40.8K
|
43.2K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-628- 3.74% |
$38.1K - $40.8K
|
16.2K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-605- 3.9% |
$36.7K - $39.3K
|
14.9K
$923K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-599- 0.82% |
$36.4K - $38.9K
|
72.8K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-599- 12.02% |
$36.4K - $38.9K
|
4.39K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-599- 5.62% |
$36.4K - $38.9K
|
10.1K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-595- 61.15% |
$36.1K - $38.6K
|
378
$23.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-584- 0.46% |
$35.5K - $37.9K
|
126K
$7.79M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-578- 7.03% |
$35.1K - $37.5K
|
7.65K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-572- 0.64% |
$34.7K - $37.1K
|
89.2K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-572- 7.44% |
$34.7K - $37.1K
|
7.12K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-559- 6.04% |
$33.9K - $36.3K
|
8.7K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-547- 2.09% |
$33.2K - $35.5K
|
25.7K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-537- 0.13% |
$32.6K - $34.9K
|
404K
$25M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-534- 0.4% |
$32.4K - $34.7K
|
134K
$8.28M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-527- 0.55% |
$32K - $34.2K
|
94.6K
$5.86M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-522Closed |
$31.7K - $33.9K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-521- 0.38% |
$31.6K - $33.8K
|
137K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-519- 0.21% |
$31.5K - $33.7K
|
249K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-502- 0.43% |
$30.5K - $32.6K
|
117K
$7.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.16% |
$30.4K - $32.5K
|
6.49K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-483- 3.62% |
$29.3K - $31.4K
|
12.9K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-480- 6.6% |
$29.2K - $31.2K
|
6.8K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-478- 1.87% |
$29K - $31K
|
25.1K
$1.55M
|