Alta Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History

Alta Wealth Advisors LLC

$216 Million
Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,141 shares of DGRO stock, worth $424,532. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,141

Previous 7,121 0.28%

Holding current value

$424,532

Previous $436,000 1.15%

% of portfolio

0.2%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$60.46 - $64.42 $1,209 - $1,288	20 Added 0.28%	7,141 $441,000
Q4 2024 Jan 23, 2025	SELL	$60.73 - $64.94 $34,737 - $37,145	-572 Reduced 7.44%	7,121 $436,000
Q3 2024 Oct 18, 2024	BUY	$57.47 - $62.76 $11,149 - $12,175	194 Added 2.59%	7,693 $482,000
Q2 2024 Jul 24, 2024	SELL	$55.23 - $58.55 $37,004 - $39,228	-670 Reduced 8.2%	7,499 $432,000
Q1 2024 May 01, 2024	BUY	$53.33 - $58.06 $1,173 - $1,277	22 Added 0.27%	8,169 $474,000
Q4 2023 Feb 12, 2024	SELL	$47.36 - $54.1 $11,840 - $13,525	-250 Reduced 2.98%	8,147 $438,000
Q2 2023 Jul 17, 2023	BUY	$49.08 - $51.53 $981 - $1,030	20 Added 0.24%	8,397 $432,000
Q1 2023 Apr 21, 2023	BUY	$47.94 - $51.79 $1,102 - $1,191	23 Added 0.28%	8,377 $418,000
Q4 2022 Jan 20, 2023	BUY	$44.53 - $52.33 $72,851 - $85,611	1,636 Added 24.35%	8,354 $0
Q3 2022 Oct 17, 2022	BUY	$44.47 - $52.73 $1,556 - $1,845	35 Added 0.52%	6,718 $299,000
Q2 2022 Jul 28, 2022	BUY	$45.84 - $53.69 $62,754 - $73,501	1,369 Added 25.76%	6,683 $318,000
Q1 2022 Apr 27, 2022	SELL	$50.66 - $56.06 $67,377 - $74,559	-1,330 Reduced 20.02%	5,314 $284,000
Q4 2021 Feb 14, 2022	BUY	$50.43 - $55.68 $1,412 - $1,559	28 Added 0.42%	6,644 $369,000
Q3 2021 Oct 13, 2021	BUY	$50.23 - $53.1 $1,255 - $1,327	25 Added 0.38%	6,616 $332,000
Q2 2021 Aug 02, 2021	BUY	$48.57 - $51.16 $1,262 - $1,330	26 Added 0.4%	6,591 $332,000
Q1 2021 Apr 20, 2021	BUY	$44.11 - $48.56 $1,279 - $1,408	29 Added 0.44%	6,565 $317,000
Q4 2020 Feb 08, 2021	BUY	$38.76 - $44.82 $253,335 - $292,943	6,536 New	6,536 $293,000

Others Institutions Holding DGRO

# of Institutions

1,220

Shares Held

296M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Alta Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History