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 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-95- 1.93% |
$5.74K - $6.12K
|
4.82K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-93- 1.55% |
$5.62K - $5.99K
|
5.9K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-91- 24.07% |
$5.5K - $5.86K
|
287
$18.6K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-90- 2.47% |
$5.44K - $5.8K
|
3.55K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-83- 0.26% |
$5.02K - $5.35K
|
31.8K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.31% |
$4.9K - $5.22K
|
26K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80- 1.14% |
$4.84K - $5.15K
|
6.94K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-79- 2.12% |
$4.78K - $5.09K
|
3.65K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-78- 2.44% |
$4.72K - $5.02K
|
3.12K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 0.27% |
$4.53K - $4.83K
|
27.9K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-71- 1.53% |
$4.29K - $4.57K
|
4.58K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-64- 0.2% |
$3.87K - $4.12K
|
31.2K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-62- 0.02% |
$3.75K - $3.99K
|
249K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 0.28% |
$3.63K - $3.87K
|
21.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-60- 0.92% |
$3.63K - $3.87K
|
6.5K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-57- 0.08% |
$3.45K - $3.67K
|
70.3K
$4.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-57- 10.67% |
$3.45K - $3.67K
|
477
$31K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-56- 1.5% |
$3.39K - $3.61K
|
3.69K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 0.47% |
$3.02K - $3.22K
|
10.6K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-50- 1.26% |
$3.02K - $3.22K
|
3.91K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-47- 20.52% |
$2.84K - $3.03K
|
182
$11.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35- 0.24% |
$2.12K - $2.25K
|
14.4K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-35- 0.08% |
$2.12K - $2.25K
|
44.6K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 5.71% |
$2.06K - $2.19K
|
561
$36.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-33- 0.22% |
$2K - $2.13K
|
15K
$975K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-32- 0.17% |
$1.93K - $2.06K
|
18.9K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-32- 0.58% |
$1.93K - $2.06K
|
5.48K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-31- 0.63% |
$1.87K - $2K
|
4.89K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30- 0.15% |
$1.81K - $1.93K
|
20.1K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-22- 0.48% |
$1.33K - $1.42K
|
4.55K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 0.61% |
$1.03K - $1.1K
|
2.76K
$179K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16- 8.84% |
$967 - $1.03K
|
165
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-9- 0.17% |
$544 - $580
|
5.31K
$344K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9- 0.13% |
$544 - $580
|
6.98K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-8- 0.04% |
$484 - $515
|
18.5K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-7- 0.04% |
$423 - $451
|
16.4K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.09% |
$302 - $322
|
5.41K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$121 - $129
|
3
$195
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-42.2K- 13.54% |
$2.56M - $2.74M
|
270K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-32.1K- 23.91% |
$1.95M - $2.08M
|
102K
$6.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-21.8K- 84.73% |
$1.33M - $1.42M
|
3.93K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.1K- 1.56% |
$853K - $913K
|
889K
$57.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.8K- 6.51% |
$718K - $768K
|
170K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.07K- 41.22% |
$551K - $589K
|
12.9K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.55K- 65.75% |
$459K - $490K
|
3.93K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6K- 26.16% |
$364K - $390K
|
16.9K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.41K- 84.47% |
$329K - $351K
|
995
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.95K- 43.41% |
$300K - $321K
|
6.45K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-4.38K- 45.33% |
$266K - $284K
|
5.28K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.91K- 6.96% |
$238K - $254K
|
52.3K
$3.4M
|
|