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 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$693 - $755
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-294K- 98.41% |
$13.9M - $15.9M
|
4.75K
$325K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35.7K- 93.97% |
$1.69M - $1.93M
|
2.29K
$157K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.37KClosed |
$301K - $344K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.93K- 40.27% |
$281K - $321K
|
8.79K
$601K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.51K- 28.07% |
$71.5K - $81.6K
|
3.87K
$265K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 9.49% |
$27.2K - $31.1K
|
5.48K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-333- 1.46% |
$15.8K - $18K
|
22.4K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-199- 3.39% |
$9.42K - $10.8K
|
5.67K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-132- 93.62% |
$6.25K - $7.14K
|
9
$616
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-108- 1.91% |
$5.11K - $5.84K
|
5.54K
$379K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 0.67% |
$3.79K - $4.33K
|
11.9K
$812K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 1.41% |
$3.36K - $3.84K
|
4.97K
$340K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-79.1K- 10.76% |
$3.92M - $4.21M
|
655K
$44.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-34.6K- 60.97% |
$1.71M - $1.84M
|
22.1K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-14.1K- 8.26% |
$699K - $751K
|
157K
$10.7M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-13.2K- 43.7% |
$653K - $702K
|
17K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.91K- 20.41% |
$293K - $315K
|
23K
$1.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.46K- 30.66% |
$270K - $291K
|
12.3K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.32K- 3.74% |
$65.2K - $70.2K
|
33.9K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-656- 2.09% |
$32.5K - $35K
|
30.8K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-524- 1.01% |
$26K - $27.9K
|
51.3K
$3.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-482- 76.39% |
$23.9K - $25.7K
|
149
$10.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-269- 9.78% |
$13.3K - $14.3K
|
2.48K
$170K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.1% |
$941 - $1.01K
|
19.2K
$1.32M
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-373K- 21.1% |
$18.3M - $19.2M
|
1.39M
$95.4M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-373K- 21.1% |
$18.3M - $19.2M
|
1.39M
$95.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.57K- 9.71% |
$273K - $287K
|
51.8K
$3.54M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.9KClosed |
$240K - $252K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.47K- 10.92% |
$170K - $179K
|
28.3K
$1.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 6.58% |
$123K - $129K
|
35.5K
$2.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.08K- 91.22% |
$102K - $107K
|
200
$13.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.02K- 23.69% |
$99.3K - $104K
|
6.52K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.87K- 26.09% |
$91.7K - $96.3K
|
5.29K
$362K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.47K- 10.49% |
$72.1K - $75.7K
|
12.5K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-950- 64.63% |
$46.6K - $49K
|
520
$35.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-902- 15.28% |
$44.3K - $46.5K
|
5K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-802- 5.12% |
$39.4K - $41.3K
|
14.9K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-784- 11.36% |
$38.5K - $40.4K
|
6.12K
$418K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-756- 0.17% |
$37.1K - $39K
|
436K
$29.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 3.7% |
$4.91K - $5.15K
|
2.6K
$178K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-96- 1.95% |
$4.71K - $4.95K
|
4.83K
$330K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-84- 0.93% |
$4.12K - $4.33K
|
8.97K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-52- 22.81% |
$2.55K - $2.68K
|
176
$12K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-20- 2.58% |
$982 - $1.03K
|
756
$51.7K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-9.1K- 58.64% |
$436K - $471K
|
6.42K
$439K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.1KClosed |
$244K - $264K
|
0
$0
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.95KClosed |
$237K - $256K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 0.51% |
$97.5K - $105K
|
395K
$27M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.96K- 4.02% |
$93.9K - $101K
|
46.8K
$3.2M
|
|