Acorn Financial Advisory Services Inc Ishares Core Dividend Growth E Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 14,384 shares of DGRO stock, worth $893,390. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,384

Previous 15,713 8.46%

Holding current value

$893,390

Previous $963,000 7.79%

% of portfolio

0.19%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$60.46 - $64.42 $80,351 - $85,614	-1,329 Reduced 8.46%	14,384 $888,000
Q4 2024 Feb 14, 2025	BUY	$60.73 - $64.94 $8,380 - $8,961	138 Added 0.89%	15,713 $963,000
Q3 2024 Nov 01, 2024	BUY	$57.47 - $62.76 $29,194 - $31,882	508 Added 3.37%	15,575 $976,000
Q2 2024 Aug 01, 2024	SELL	$55.23 - $58.55 $32,972 - $34,954	-597 Reduced 3.81%	15,067 $868,000
Q1 2024 May 08, 2024	SELL	$53.33 - $58.06 $16,425 - $17,882	-308 Reduced 1.93%	15,664 $909,000
Q4 2023 Jan 17, 2024	BUY	$47.36 - $54.1 $12,976 - $14,823	274 Added 1.75%	15,972 $859,000
Q3 2023 Oct 10, 2023	BUY	$49.53 - $53.28 $16,245 - $17,475	328 Added 2.13%	15,698 $777,000
Q2 2023 Jul 20, 2023	SELL	$49.08 - $51.53 $8,883 - $9,326	-181 Reduced 1.16%	15,370 $792,000
Q1 2023 Apr 26, 2023	BUY	$47.94 - $51.79 $81,929 - $88,509	1,709 Added 12.35%	15,551 $777,000
Q4 2022 Jan 20, 2023	SELL	$44.53 - $52.33 $50,497 - $59,342	-1,134 Reduced 7.57%	13,842 $0
Q3 2022 Oct 12, 2022	BUY	$44.47 - $52.73 $47,049 - $55,788	1,058 Added 7.6%	14,976 $666,000
Q2 2022 Jul 12, 2022	BUY	$45.84 - $53.69 $240,109 - $281,228	5,238 Added 60.35%	13,918 $663,000
Q1 2022 Apr 18, 2022	BUY	$50.66 - $56.06 $42,098 - $46,585	831 Added 10.59%	8,680 $464,000
Q4 2021 Jan 31, 2022	BUY	$50.43 - $55.68 $101,061 - $111,582	2,004 Added 34.29%	7,849 $436,000
Q3 2021 Nov 15, 2021	SELL	$50.23 - $53.1 $24,612 - $26,019	-490 Reduced 7.73%	5,845 $294,000
Q2 2021 Jul 23, 2021	BUY	$48.57 - $51.16 $307,690 - $324,098	6,335 New	6,335 $319,000

Others Institutions Holding DGRO

# of Institutions

1,239

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Ishares Core Dividend Growth E Transaction History