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 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 38.73% |
$139K - $149K
|
3.65K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 2.2% |
$111K - $119K
|
82K
$5.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.71K- 57.25% |
$103K - $110K
|
1.28K
$87.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.56K- 20.14% |
$94.4K - $101K
|
6.19K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.21K- 15.53% |
$73K - $77.8K
|
6.57K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.18K- 13.7% |
$71.5K - $76.2K
|
7.45K
$510K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.09K- 19.66% |
$66.1K - $70.5K
|
4.47K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-930- 5.98% |
$56.2K - $59.9K
|
14.6K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-916- 2.79% |
$55.4K - $59K
|
31.9K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-868- 22.43% |
$52.5K - $55.9K
|
3K
$205K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-696- 16.58% |
$42.1K - $44.8K
|
3.5K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-664- 61.14% |
$40.1K - $42.8K
|
422
$28.9K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-661- 8.98% |
$40K - $42.6K
|
6.7K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-661- 4.73% |
$40K - $42.6K
|
13.3K
$912K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-577- 29.5% |
$34.9K - $37.2K
|
1.38K
$94.4K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-540- 32.97% |
$32.6K - $34.8K
|
1.1K
$75.1K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-500- 91.58% |
$30.2K - $32.2K
|
46
$3.15K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-465- 10.99% |
$28.1K - $30K
|
3.77K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-384- 6.79% |
$23.2K - $24.7K
|
5.27K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-259- 2.44% |
$15.7K - $16.7K
|
10.4K
$710K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-136- 3.83% |
$8.22K - $8.76K
|
3.42K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-105- 7.94% |
$6.35K - $6.76K
|
1.22K
$83.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100- 0.74% |
$6.05K - $6.44K
|
13.4K
$915K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-79- 2.12% |
$4.78K - $5.09K
|
3.65K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-22- 0.48% |
$1.33K - $1.42K
|
4.55K
$311K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16- 8.84% |
$967 - $1.03K
|
165
$11.3K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-21.8K- 84.73% |
$1.33M - $1.42M
|
3.93K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-4.38K- 45.33% |
$266K - $284K
|
5.28K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.35K- 22.15% |
$82.1K - $87.8K
|
4.75K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.2K- 9.2% |
$72.6K - $77.6K
|
11.8K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1K- 16.85% |
$60.7K - $64.9K
|
4.94K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-970- 94.08% |
$58.9K - $63K
|
61
$4.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-736- 12.83% |
$44.7K - $47.8K
|
5K
$342K
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-725- 81.37% |
$44K - $47.1K
|
166
$11.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-599- 5.62% |
$36.4K - $38.9K
|
10.1K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-522Closed |
$31.7K - $33.9K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-408- 0.37% |
$24.8K - $26.5K
|
110K
$7.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-264- 2.88% |
$16K - $17.1K
|
8.89K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-185- 14.35% |
$11.2K - $12K
|
1.1K
$75.5K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-182- 4.68% |
$11.1K - $11.8K
|
3.71K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-154- 6.54% |
$9.35K - $10K
|
2.2K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 66.96% |
$4.55K - $4.87K
|
37
$2.53K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-65- 2.85% |
$3.95K - $4.22K
|
2.22K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.05% |
$486 - $520
|
16.6K
$1.13M
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-231K- 95.37% |
$13.3M - $14.5M
|
11.2K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-209K- 2.37% |
$12M - $13.1M
|
8.61M
$589M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-53.6K- 53.67% |
$3.08M - $3.36M
|
46.3K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.01K- 1.01% |
$173K - $189K
|
295K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3K- 48.06% |
$172K - $188K
|
3.24K
$222K
|
|