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 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.68M- 98.38% |
$223M - $237M
|
60.6K
$3.71M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-144K- 52.69% |
$8.71M - $9.28M
|
129K
$7.91M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-28.4K- 14.03% |
$1.72M - $1.83M
|
174K
$10.6M
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-13.4K- 13.97% |
$809K - $863K
|
82.4K
$5.04M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.71K- 6.11% |
$587K - $626K
|
149K
$9.13M
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.16K- 35.68% |
$554K - $590K
|
16.5K
$1.01M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-7.91K- 2.52% |
$478K - $510K
|
307K
$18.8M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.6K- 2.97% |
$460K - $490K
|
248K
$15.2M
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.98K- 3.07% |
$362K - $385K
|
189K
$11.5M
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.88K- 1.6% |
$355K - $378K
|
362K
$22.1M
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.78K- 53.49% |
$349K - $372K
|
5.02K
$307K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.04K- 26.62% |
$304K - $324K
|
13.9K
$849K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 7.87% |
$273K - $291K
|
52.9K
$3.23M
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.7K- 40.5% |
$223K - $238K
|
5.43K
$332K
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.26K- 20.14% |
$197K - $210K
|
12.9K
$790K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.97K- 27.71% |
$180K - $191K
|
7.76K
$474K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.53K- 4.05% |
$153K - $163K
|
59.9K
$3.66M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.42K- 1.36% |
$146K - $156K
|
175K
$10.7M
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 37.43% |
$140K - $149K
|
3.88K
$237K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.87K- 21.95% |
$113K - $120K
|
6.65K
$407K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.85K- 0.8% |
$112K - $119K
|
228K
$14M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 2.2% |
$111K - $119K
|
82K
$5.01M
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.83K- 9.84% |
$111K - $118K
|
16.8K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.47K- 21.89% |
$88.9K - $94.7K
|
5.25K
$321K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 7.77% |
$86.5K - $92.2K
|
17K
$1.04M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 11.27% |
$83.1K - $88.6K
|
10.8K
$662K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.09K- 19.66% |
$66.1K - $70.5K
|
4.47K
$273K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-916- 2.79% |
$55.4K - $59K
|
31.9K
$1.95M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-726- 1.55% |
$43.9K - $46.8K
|
46.1K
$2.82M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-665- 16.16% |
$40.2K - $42.8K
|
3.45K
$211K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-540- 32.97% |
$32.6K - $34.8K
|
1.1K
$67.1K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 8.4% |
$30K - $32K
|
5.41K
$331K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-394- 9.53% |
$23.8K - $25.4K
|
3.74K
$229K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-314- 1.46% |
$19K - $20.2K
|
21.2K
$1.3M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-224- 1.22% |
$13.5K - $14.4K
|
18.1K
$1.11M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-189- 4.64% |
$11.4K - $12.2K
|
3.89K
$238K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-173- 0.46% |
$10.5K - $11.1K
|
37.7K
$2.31M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-129- 0.28% |
$7.8K - $8.31K
|
46.5K
$2.84M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-123- 1.02% |
$7.44K - $7.92K
|
12K
$731K
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-95- 1.93% |
$5.74K - $6.12K
|
4.82K
$294K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80- 1.14% |
$4.84K - $5.15K
|
6.94K
$424K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-62- 0.02% |
$3.75K - $3.99K
|
249K
$15.2M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-57- 10.67% |
$3.45K - $3.67K
|
477
$29.2K
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-35- 0.08% |
$2.12K - $2.25K
|
44.6K
$2.73M
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-33- 0.22% |
$2K - $2.13K
|
15K
$919K
|
|
Q4 2024 | |||||||
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.97M- 98.37% |
$180M - $193M
|
49.2K
$3.01M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.73M- 100.0% |
$166M - $177M
|
107
$6.54K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28M- 95.65% |
$77.5M - $82.9M
|
58K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18M- 79.35% |
$71.9M - $76.8M
|
308K
$18.8M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-803K- 7.0% |
$48.8M - $52.1M
|
10.7M
$652M
|