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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 371,177 shares of DGRO stock, worth $23.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

371,177

Previous 425,713 12.81%

Holding current value

$23.1 Million

Previous $26.1 Million 12.19%

% of portfolio

0.29%

Previous 0.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$60.46 - $64.42 $3.3 Million - $3.51 Million	-54,536 Reduced 12.81%	371,177 $22.9 Million
Q4 2024 Jan 31, 2025	SELL	$60.73 - $64.94 $1.75 Million - $1.87 Million	-28,788 Reduced 6.33%	425,713 $26.1 Million
Q3 2024 Nov 08, 2024	BUY	$57.47 - $62.76 $1.15 Million - $1.26 Million	20,045 Added 4.61%	454,501 $28.5 Million
Q2 2024 Jul 22, 2024	BUY	$55.23 - $58.55 $3.66 Million - $3.88 Million	66,330 Added 18.02%	434,456 $25 Million
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	$44.53 - $52.33 $4.33 Million - $5.09 Million	97,238 Added 28.65%	436,664 $21.8 Million
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.33 $1.07 Million - $1.26 Million	24,080 Added 5.84%	436,664 $21.8 Million
Q3 2022 Feb 13, 2023	SELL	$44.47 - $52.73 $5.11 Million - $6.05 Million	-114,799 Reduced 21.77%	412,584 $0
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $3.01 Million - $3.57 Million	67,618 Added 14.71%	527,383 $24.2 Million
Q2 2022 Aug 15, 2022	BUY	$45.84 - $53.69 $3.17 Million - $3.71 Million	69,171 Added 17.71%	459,765 $21.9 Million
Q1 2022 May 16, 2022	BUY	$50.66 - $56.06 $19.8 Million - $21.9 Million	390,594 New	390,594 $20.9 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
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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