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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-95.3K- 54.37% |
$5.78M - $6.19M
|
79.9K
$5.06M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-68.1K- 88.88% |
$4.14M - $4.42M
|
8.52K
$540K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.7K- 82.93% |
$1.74M - $1.87M
|
5.91K
$374K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.1K- 11.16% |
$1.59M - $1.7M
|
208K
$13.2M
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.9K- 31.94% |
$1.57M - $1.68M
|
55.2K
$3.5M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23.8K- 17.76% |
$1.45M - $1.55M
|
110K
$6.99M
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-17.4K- 13.14% |
$1.06M - $1.13M
|
115K
$7.28M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.7K- 41.03% |
$1.02M - $1.09M
|
24.1K
$1.52M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.4K- 14.32% |
$999K - $1.07M
|
98.4K
$6.23M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.2K- 31.52% |
$924K - $988K
|
33.1K
$2.09M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-14.9K- 62.46% |
$906K - $969K
|
8.97K
$568K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11K- 3.86% |
$666K - $712K
|
273K
$17.3M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.93K- 13.71% |
$603K - $645K
|
62.5K
$3.96M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8.38K- 3.35% |
$509K - $544K
|
242K
$15.3M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.04K- 68.13% |
$488K - $522K
|
3.76K
$238K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.55K- 65.75% |
$459K - $490K
|
3.93K
$249K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.32K- 4.82% |
$444K - $475K
|
144K
$9.14M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-7.07K- 27.53% |
$429K - $459K
|
18.6K
$1.18M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.89K- 3.67% |
$419K - $448K
|
181K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.75K- 18.98% |
$410K - $438K
|
28.8K
$1.82M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.83K- 1.56% |
$354K - $379K
|
368K
$23.3M
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.75K- 1.44% |
$289K - $309K
|
324K
$20.5M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 7.22% |
$271K - $290K
|
57.4K
$3.63M
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.05K- 16.85% |
$246K - $263K
|
20K
$1.27M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.94K- 4.97% |
$239K - $256K
|
75.3K
$4.77M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 14.7% |
$231K - $247K
|
22.1K
$1.4M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.72K- 95.72% |
$226K - $241K
|
166
$10.5K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.5K- 11.65% |
$152K - $162K
|
18.9K
$1.2M
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.36K- 33.65% |
$143K - $153K
|
4.65K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.34K- 2.72% |
$142K - $152K
|
83.8K
$5.31M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.29K- 39.28% |
$139K - $149K
|
3.54K
$224K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.24K- 1.29% |
$136K - $145K
|
171K
$10.8M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.17K- 0.92% |
$132K - $141K
|
233K
$14.7M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 99.9% |
$126K - $135K
|
2
$127
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.02K- 9.91% |
$123K - $131K
|
18.4K
$1.16M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.01K- 1.77% |
$122K - $131K
|
112K
$7.08M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.01K- 6.83% |
$122K - $130K
|
27.3K
$1.73M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.87K- 4.76% |
$114K - $122K
|
37.5K
$2.37M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.84K- 28.56% |
$112K - $119K
|
4.6K
$291K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.75K- 0.89% |
$106K - $113K
|
195K
$12.3M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 4.98% |
$102K - $109K
|
31.9K
$2.02M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.66K- 2.5% |
$101K - $108K
|
64.7K
$4.1M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.59K- 1.69% |
$96.3K - $103K
|
92.3K
$5.84M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.58K- 12.81% |
$95.7K - $102K
|
10.7K
$679K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.47K- 0.29% |
$89.3K - $95.5K
|
509K
$32.2M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.29% |
$87.3K - $93.3K
|
110K
$6.99M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.39K- 2.57% |
$84.6K - $90.5K
|
52.8K
$3.34M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.37K- 2.55% |
$83.4K - $89.2K
|
52.4K
$3.32M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.34K- 16.63% |
$81.3K - $87K
|
6.72K
$425K
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.24K- 9.81% |
$75.1K - $80.3K
|
11.4K
$720K
|