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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.83K- 2.79% |
$310K - $329K
|
168K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.6K- 5.08% |
$295K - $313K
|
86K
$5.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 3.11% |
$288K - $306K
|
140K
$9.58M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.45K- 53.45% |
$285K - $303K
|
3.88K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-4.42K- 1.56% |
$283K - $301K
|
278K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.31K- 11.73% |
$276K - $293K
|
32.4K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-4.3K- 31.85% |
$276K - $293K
|
9.2K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.27K- 22.37% |
$274K - $291K
|
14.8K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-4.05K- 24.54% |
$260K - $276K
|
12.5K
$852K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.05K- 2.69% |
$259K - $275K
|
147K
$10M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.89K- 49.25% |
$250K - $265K
|
4.01K
$275K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.89K- 87.6% |
$249K - $264K
|
550
$37.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.65K- 3.03% |
$234K - $249K
|
117K
$7.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.56K- 2.69% |
$228K - $242K
|
129K
$8.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.56K- 2.26% |
$228K - $242K
|
154K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.54KClosed |
$227K - $241K
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.47K- 6.97% |
$223K - $236K
|
46.4K
$3.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.45K- 0.96% |
$221K - $235K
|
354K
$24.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.41K- 27.21% |
$219K - $232K
|
9.13K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 32.72% |
$216K - $229K
|
6.91K
$473K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-3.33K- 13.59% |
$213K - $227K
|
21.2K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.32K- 22.47% |
$213K - $226K
|
11.5K
$785K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.21K- 5.92% |
$206K - $219K
|
51K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 16.26% |
$201K - $213K
|
16.1K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3K- 41.1% |
$192K - $204K
|
4.3K
$294K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 4.2% |
$190K - $201K
|
67.4K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-2.91K- 1.22% |
$186K - $198K
|
236K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 3.92% |
$185K - $196K
|
70.7K
$4.84M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.83K- 6.44% |
$181K - $192K
|
41K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-2.8K- 8.35% |
$179K - $191K
|
30.7K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.8K- 21.12% |
$179K - $190K
|
10.4K
$714K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.73K- 1.48% |
$175K - $186K
|
182K
$12.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.69K- 75.89% |
$172K - $183K
|
854
$58.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-2.66K- 2.31% |
$170K - $181K
|
112K
$7.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.58K- 8.08% |
$165K - $175K
|
29.3K
$2M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 3.56% |
$162K - $171K
|
68.3K
$4.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2.5K- 26.32% |
$160K - $170K
|
7K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.38K- 2.9% |
$152K - $162K
|
79.6K
$5.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.29K- 11.25% |
$147K - $156K
|
18.1K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.25K- 1.48% |
$144K - $153K
|
150K
$10.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.15K- 22.48% |
$138K - $146K
|
7.42K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-2.13K- 0.88% |
$136K - $145K
|
240K
$16.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.12K- 13.52% |
$136K - $144K
|
13.5K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.08K- 43.15% |
$133K - $142K
|
2.74K
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-2K- 8.75% |
$128K - $136K
|
20.9K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 30.27% |
$126K - $134K
|
4.54K
$311K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.94K- 27.0% |
$125K - $132K
|
5.26K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.89K- 26.65% |
$121K - $129K
|
5.2K
$356K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.85K- 21.15% |
$119K - $126K
|
6.9K
$472K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.85K- 77.88% |
$118K - $126K
|
525
$35.9K
|
|