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 |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- -0.0% |
$110 - $117
|
58K
$3.68M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 0.01% |
$55.2 - $58.6
|
6.88K
$436K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212K- 81.33% |
$11.3M - $12.3M
|
48.7K
$3.09M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.5K- 6.76% |
$3.33M - $3.63M
|
862K
$54.7M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57.6K- 90.42% |
$3.07M - $3.34M
|
6.1K
$387K
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-41.5K- 88.17% |
$2.21M - $2.41M
|
5.57K
$354K
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-16.9K- 55.33% |
$899K - $979K
|
13.6K
$864K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.2K- 45.52% |
$600K - $653K
|
13.5K
$854K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.25K- 14.3% |
$386K - $421K
|
43.4K
$2.76M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.56K- 4.92% |
$190K - $207K
|
68.9K
$4.37M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-3.55K- 99.97% |
$189K - $206K
|
1
$63.5
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.36K- 37.1% |
$126K - $137K
|
4K
$254K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.98K- 8.59% |
$106K - $115K
|
21.1K
$1.34M
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.8K- 32.45% |
$96K - $105K
|
3.75K
$238K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.72K- 3.1% |
$91.5K - $99.6K
|
53.7K
$3.41M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.32K- 68.34% |
$70.6K - $76.8K
|
613
$38.9K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-880- 22.52% |
$46.9K - $51.1K
|
3.03K
$192K
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-722- 1.9% |
$38.5K - $41.9K
|
37.3K
$2.37M
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-675- 12.65% |
$36K - $39.2K
|
4.66K
$296K
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-637- 2.35% |
$34K - $37K
|
26.5K
$1.68M
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-610- 9.71% |
$32.5K - $35.4K
|
5.67K
$360K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-600- 4.11% |
$32K - $34.8K
|
14K
$889K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-360- 1.69% |
$19.2K - $20.9K
|
21K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-271- 2.99% |
$14.5K - $15.7K
|
8.79K
$558K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-73- 1.23% |
$3.89K - $4.24K
|
5.87K
$373K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37- 0.41% |
$1.97K - $2.15K
|
9.06K
$575K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.76% |
$960 - $1.05K
|
2.35K
$149K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$693 - $755
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.28% |
$213 - $232
|
308
$19.5K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 0.96% |
$160 - $174
|
309
$19.6K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-294K- 98.41% |
$13.9M - $15.9M
|
4.75K
$302K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35.7K- 93.97% |
$1.69M - $1.93M
|
2.29K
$145K
|
|
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
$558K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.51K- 28.07% |
$71.5K - $81.6K
|
3.87K
$245K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 59.92% |
$58.6K - $67K
|
828
$52.6K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.08K- 51.36% |
$50.9K - $58.2K
|
1.02K
$64.6K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 9.49% |
$27.2K - $31.1K
|
5.48K
$348K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-333- 1.46% |
$15.8K - $18K
|
22.4K
$1.42M
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-307- 19.99% |
$14.5K - $16.6K
|
1.23K
$78K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-300- 28.57% |
$14.2K - $16.2K
|
750
$47.6K
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-199- 3.39% |
$9.42K - $10.8K
|
5.67K
$360K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-170- 0.46% |
$8.05K - $9.2K
|
36.8K
$2.34M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-132- 93.62% |
$6.25K - $7.14K
|
9
$571
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-108- 1.91% |
$5.11K - $5.84K
|
5.54K
$352K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 0.67% |
$3.79K - $4.33K
|
11.9K
$753K
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-75- 0.98% |
$3.55K - $4.06K
|
7.61K
$483K
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 1.41% |
$3.36K - $3.84K
|
4.97K
$316K
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-68- 2.9% |
$3.22K - $3.68K
|
2.28K
$145K
|
|
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
$41.6M
|