Archetype Wealth Partners Ishares Core Dividend Growth E Transaction History

Archetype Wealth Partners

$681 Million
Q1 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Archetype Wealth Partners holds 120,809 shares of DGRO stock, worth $7.5 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

120,809

Previous 116,500 3.7%

Holding current value

$7.5 Million

Previous $7.15 Million 4.45%

% of portfolio

1.1%

Previous 1.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$60.46 - $64.42 $260,522 - $277,585	4,309 Added 3.7%	120,809 $7.46 Million
Q4 2024 Feb 14, 2025	SELL	$60.73 - $64.94 $30,486 - $32,599	-502 Reduced 0.43%	116,500 $7.15 Million
Q3 2024 Nov 14, 2024	BUY	$57.47 - $62.76 $283,039 - $309,093	4,925 Added 4.39%	117,002 $7.34 Million
Q2 2024 Aug 15, 2024	SELL	$55.23 - $58.55 $1,325 - $1,405	-24 Reduced 0.02%	112,077 $6.46 Million
Q1 2024 May 14, 2024	BUY	$53.33 - $58.06 $560,178 - $609,862	10,504 Added 10.34%	112,101 $6.51 Million
Q4 2023 Feb 14, 2024	BUY	$47.36 - $54.1 $768,131 - $877,447	16,219 Added 19.0%	101,597 $5.47 Million
Q3 2023 Nov 13, 2023	BUY	$49.53 - $53.28 $1.08 Million - $1.16 Million	21,761 Added 34.21%	85,378 $4.23 Million
Q2 2023 Aug 14, 2023	SELL	$49.08 - $51.53 $9.95 Million - $10.4 Million	-202,744 Reduced 76.12%	63,617 $3.28 Million
Q1 2023 May 10, 2023	BUY	$47.94 - $51.79 $6.65 Million - $7.18 Million	138,689 Added 108.63%	266,361 $13.3 Million
Q4 2022 Feb 14, 2023	BUY	$44.53 - $52.33 $616,963 - $725,032	13,855 Added 12.17%	127,672 $6.38 Million
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $505,846 - $599,803	11,375 Added 11.1%	113,817 $5.06 Million
Q2 2022 Aug 15, 2022	BUY	$45.84 - $53.69 $1.23 Million - $1.44 Million	26,813 Added 35.45%	102,442 $4.88 Million
Q1 2022 May 12, 2022	BUY	$50.66 - $56.06 $3.83 Million - $4.24 Million	75,629 New	75,629 $4.04 Million

Others Institutions Holding DGRO

# of Institutions

1,238

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Archetype Wealth Partners Ishares Core Dividend Growth E Transaction History