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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 24.2% |
$92.1K - $98.2K
|
4.77K
$310K
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.84% |
$90.1K - $96.1K
|
50.9K
$3.31M
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.45K- 3.41% |
$87.9K - $93.7K
|
41.2K
$2.67M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.44K- 6.15% |
$86.8K - $92.4K
|
21.9K
$1.42M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 7.77% |
$86.5K - $92.2K
|
17K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.43K- 0.41% |
$86.3K - $91.9K
|
347K
$22.5M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.41K- 18.42% |
$85.4K - $91K
|
6.25K
$406K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.41K- 0.93% |
$85.2K - $90.8K
|
150K
$9.74M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.4K- 18.96% |
$84.6K - $90.2K
|
5.99K
$388K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.39K- 2.39% |
$83.8K - $89.3K
|
56.6K
$3.68M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 11.27% |
$83.1K - $88.6K
|
10.8K
$703K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.37K- 2.74% |
$82.9K - $88.3K
|
48.6K
$3.15M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.33K- 8.46% |
$80.4K - $85.6K
|
14.4K
$934K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 4.82% |
$80.2K - $85.4K
|
26.2K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.32K- 0.43% |
$79.7K - $84.9K
|
307K
$19.9M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.27K- 31.25% |
$77K - $82K
|
2.8K
$182K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.21K- 15.53% |
$73K - $77.8K
|
6.57K
$426K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 9.75% |
$72.6K - $77.4K
|
11.1K
$722K
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.19K- 7.64% |
$71.9K - $76.7K
|
14.4K
$934K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.18K- 13.31% |
$71.5K - $76.2K
|
7.71K
$500K
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.18K- 13.7% |
$71.5K - $76.2K
|
7.45K
$484K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.18K- 57.97% |
$71K - $75.7K
|
852
$55.3K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 1.3% |
$70K - $74.6K
|
88.1K
$5.72M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.14K- 14.55% |
$69.2K - $73.7K
|
6.72K
$436K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.1K- 8.79% |
$66.7K - $71.1K
|
11.4K
$743K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.09K- 19.66% |
$66.1K - $70.5K
|
4.47K
$290K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.08K- 8.19% |
$65.1K - $69.3K
|
12.1K
$783K
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.07K- 0.52% |
$64.9K - $69.1K
|
204K
$13.2M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 52.32% |
$64.8K - $69K
|
976
$63.4K
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.01K- 5.03% |
$60.8K - $64.7K
|
19K
$1.23M
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-999- 3.92% |
$60.4K - $64.4K
|
24.5K
$1.59M
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-994- 10.98% |
$60.1K - $64K
|
8.06K
$523K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-994- 2.79% |
$60.1K - $64K
|
34.6K
$2.24M
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-989- 18.5% |
$59.8K - $63.7K
|
4.36K
$283K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-930- 5.98% |
$56.2K - $59.9K
|
14.6K
$949K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-916- 2.79% |
$55.4K - $59K
|
31.9K
$2.07M
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-900- 1.73% |
$54.4K - $58K
|
51.1K
$3.32M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-894- 3.2% |
$54.1K - $57.6K
|
27.1K
$1.76M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-890- 15.77% |
$53.8K - $57.3K
|
4.75K
$309K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-873- 0.95% |
$52.8K - $56.2K
|
91.4K
$5.93M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-868- 22.43% |
$52.5K - $55.9K
|
3K
$195K
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-859- 0.74% |
$51.9K - $55.3K
|
115K
$7.44M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-815- 2.4% |
$49.3K - $52.5K
|
33.1K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-813- 0.45% |
$49.2K - $52.4K
|
179K
$11.6M
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-791- 0.3% |
$47.8K - $51K
|
260K
$16.9M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-780- 1.79% |
$47.2K - $50.2K
|
42.8K
$2.78M
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-765- 3.8% |
$46.3K - $49.3K
|
19.4K
$1.26M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-760- 3.37% |
$45.9K - $49K
|
21.8K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-750- 14.49% |
$45.3K - $48.3K
|
4.43K
$287K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-737- 6.35% |
$44.6K - $47.5K
|
10.9K
$706K
|