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

Amplius Wealth Advisors, LLC

$815 Million
Q3 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 $204,224. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,286

Holding current value

$204,224

% of portfolio

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

1,116

Shares Held

269M

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

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

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