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

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,286 shares of DGRO stock, worth $202,220. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,286

Previous 3,286 -0.0%

Holding current value

$202,220

Previous $205,000 1.95%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$57.47 - $62.76 $188,846 - $206,229	3,286 New	3,286 $205,000
Q2 2023 Jul 26, 2023	SELL	$49.08 - $51.53 $2,552 - $2,679	-52 Reduced 1.1%	4,686 $241,000
Q1 2023 Apr 25, 2023	SELL	$47.94 - $51.79 $2,444 - $2,641	-51 Reduced 1.06%	4,738 $236,000
Q4 2022 Jan 19, 2023	SELL	$44.53 - $52.33 $233,737 - $274,680	-5,249 Reduced 52.29%	4,789 $0
Q3 2022 Nov 10, 2022	SELL	$44.47 - $52.73 $161,915 - $191,989	-3,641 Reduced 26.62%	10,038 $446,000
Q2 2022 Jul 21, 2022	SELL	$45.84 - $53.69 $2.08 Million - $2.43 Million	-45,274 Reduced 76.8%	13,679 $651,000
Q1 2022 May 09, 2022	BUY	$50.66 - $56.06 $495,809 - $548,659	9,787 Added 19.91%	58,953 $3.15 Million
Q4 2021 Jan 28, 2022	BUY	$50.43 - $55.68 $2.48 Million - $2.74 Million	49,166 New	49,166 $2.73 Million

Others Institutions Holding DGRO

# of Institutions

1,213

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
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Amplius Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History