Atria Wealth Solutions, Inc. Ishares Core Dividend Growth E Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 368,126 shares of DGRO stock, worth $21.3 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

368,126

Previous 363,463 1.28%

Holding current value

$21.3 Million

Previous $19.6 Million 9.26%

% of portfolio

0.25%

Previous 0.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$53.33 - $58.06 $248,677 - $270,733	4,663 Added 1.28%	368,126 $21.4 Million
Q4 2023 Feb 02, 2024	BUY	$47.36 - $54.1 $943,932 - $1.08 Million	19,931 Added 5.8%	363,463 $19.6 Million
Q3 2023 Nov 08, 2023	BUY	$49.53 - $53.28 $203,370 - $218,767	4,106 Added 1.21%	343,532 $17 Million
Q2 2023 Aug 03, 2023	SELL	$49.08 - $51.53 $4.77 Million - $5.01 Million	-97,238 Reduced 22.27%	339,426 $17.5 Million
Q1 2023 Aug 22, 2023	BUY	$47.94 - $51.79 $2.47 Million - $2.67 Million	51,582 Added 15.2%	391,008 $19.5 Million

Q1 2023 Jun 14, 2023	BUY	$47.94 - $51.79 $2.19 Million - $2.36 Million	45,656 Added 11.68%	436,664 $21.8 Million
Q1 2023 May 10, 2023	SELL	$47.94 - $51.79 $2.19 Million - $2.36 Million	-45,656 Reduced 10.46%	391,008 $19.5 Million
Q4 2022 Aug 30, 2023	BUY	$48.1 - $52.33 $4.68 Million - $5.09 Million	97,238 Added 28.65%	436,664 $21.8 Million
Q4 2022 Feb 13, 2023	BUY	$48.1 - $52.33 $1.16 Million - $1.26 Million	24,080 Added 5.84%	436,664 $21.8 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-114,799 Reduced 21.77%	412,584 $0
Q3 2022 Nov 14, 2022	BUY	N/A	67,618 Added 14.71%	527,383 $24.2 Million
Q2 2022 Aug 15, 2022	BUY	N/A	69,171 Added 17.71%	459,765 $21.9 Million
Q1 2022 May 16, 2022	BUY	N/A	390,594 New	390,594 $20.9 Million

Others Institutions Holding DGRO

# of Institutions

1,041

Shares Held

253M

Call Options Held

1.36M

Put Options Held

123K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Atria Wealth Solutions, Inc. Ishares Core Dividend Growth E Transaction History