A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 32,224 shares of DGRO stock, worth $1.86 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
32,224
Previous 185,205 82.6%
Holding current value
$1.86 Million
Previous $9.97 Million 81.24%
% of portfolio
0.18%
Previous 0.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$53.33 - $58.06 $8.16 Million - $8.88 Million
-152,981 Reduced 82.6%
32,224 $1.87 Million
Q4 2023

Jan 23, 2024

SELL
$47.36 - $54.1 $44.9 Million - $51.2 Million
-947,319 Reduced 83.65%
185,205 $9.97 Million
Q3 2023

Oct 26, 2023

BUY
$49.53 - $53.28 $2.03 Million - $2.19 Million
41,083 Added 3.76%
1,132,524 $56.1 Million
Q2 2023

Jul 20, 2023

BUY
$49.08 - $51.53 $2.2 Million - $2.3 Million
44,723 Added 4.27%
1,091,441 $56.2 Million
Q1 2023

Apr 14, 2023

BUY
$47.94 - $51.79 $50.2 Million - $54.2 Million
1,046,718 New
1,046,718 $52.3 Million
Q3 2020

Oct 02, 2020

SELL
N/A
-307 Reduced 58.14%
221 $9,000
Q4 2019

Jan 06, 2020

SELL
N/A
-19 Reduced 3.47%
528 $22,000
Q3 2019

Oct 02, 2019

BUY
N/A
547 New
547 $21,000

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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