Gratus Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Gratus Wealth Advisors, LLC

$612 Billion
Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,121,862 shares of DGRO stock, worth $72.1 Million. This represents 11.4% of its overall portfolio holdings.

Number of Shares

1,121,862

Previous 898,561 24.85%

Holding current value

$72.1 Million

Previous $53.3 Billion 30.83%

% of portfolio

11.4%

Previous 9.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$57.47 - $62.76 $12.8 Million - $14 Million	223,301 Added 24.85%	1,121,862 $69.8 Billion
Q2 2024 Jul 22, 2024	SELL	$55.23 - $58.55 $174,692 - $185,193	-3,163 Reduced 0.35%	898,561 $53.3 Billion
Q1 2024 May 09, 2024	SELL	$53.33 - $58.06 $6.08 Million - $6.62 Million	-113,965 Reduced 11.22%	901,724 $49.9 Billion
Q4 2023 May 09, 2024	BUY	$47.36 - $54.1 $48.1 Million - $54.9 Million	1,015,689 New	1,015,689 $54.7 Billion

Others Institutions Holding DGRO

# of Institutions

1,113

Shares Held

268M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

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Gratus Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History