Avantax Advisory Services, Inc. Ishares Core Dividend Growth E Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 370,607 shares of DGRO stock, worth $25.4 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

370,607

Previous 364,715 1.62%

Holding current value

$25.4 Million

Previous $22.5 Million 5.17%

% of portfolio

0.13%

Previous 0.14%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$55.22 - $63.94 $325,356 - $376,734	5,892 Added 1.62%	370,607 $23.7 Million
Q1 2025 May 06, 2025	BUY	$60.46 - $64.42 $1.64 Million - $1.75 Million	27,196 Added 8.06%	364,715 $22.5 Million
Q4 2024 Feb 07, 2025	BUY	$60.73 - $64.94 $1.67 Million - $1.79 Million	27,487 Added 8.87%	337,519 $20.7 Million
Q3 2024 Nov 13, 2024	SELL	$57.47 - $62.76 $5.72 Million - $6.25 Million	-99,615 Reduced 24.32%	310,032 $19.4 Million
Q2 2024 Aug 09, 2024	SELL	$55.23 - $58.55 $1.57 Million - $1.67 Million	-28,445 Reduced 6.49%	409,647 $23.6 Million
Q1 2024 May 08, 2024	SELL	$53.33 - $58.06 $1.71 Million - $1.86 Million	-32,107 Reduced 6.83%	438,092 $25.4 Million
Q4 2023 Feb 07, 2024	SELL	$47.36 - $54.1 $1.55 Million - $1.78 Million	-32,828 Reduced 6.53%	470,199 $25.3 Million
Q3 2023 Nov 07, 2023	BUY	$49.53 - $53.28 $179,348 - $192,926	3,621 Added 0.73%	503,027 $24.9 Million
Q2 2023 Aug 11, 2023	SELL	$49.08 - $51.53 $227,976 - $239,356	-4,645 Reduced 0.92%	499,406 $25.7 Million
Q1 2023 Apr 28, 2023	SELL	$47.94 - $51.79 $935,309 - $1.01 Million	-19,510 Reduced 3.73%	504,051 $25.2 Million
Q4 2022 Feb 13, 2023	SELL	$44.53 - $52.33 $1.51 Million - $1.77 Million	-33,869 Reduced 6.08%	523,561 $26.2 Million
Q3 2022 Nov 01, 2022	SELL	$44.47 - $52.73 $5.15 Million - $6.11 Million	-115,790 Reduced 17.2%	557,430 $24.8 Million
Q2 2022 Aug 02, 2022	SELL	$45.84 - $53.69 $3.02 Million - $3.54 Million	-65,952 Reduced 8.92%	673,220 $32.1 Million
Q1 2022 Apr 27, 2022	BUY	$50.66 - $56.06 $3.59 Million - $3.97 Million	70,776 Added 10.59%	739,172 $39.5 Million
Q4 2021 Jan 24, 2022	BUY	$50.43 - $55.68 $469,452 - $518,325	9,309 Added 1.41%	668,396 $37.1 Million
Q3 2021 Oct 21, 2021	BUY	$50.23 - $53.1 $2.44 Million - $2.58 Million	48,523 Added 7.95%	659,087 $33.1 Million
Q2 2021 Jul 29, 2021	BUY	$48.57 - $51.16 $4.03 Million - $4.25 Million	83,032 Added 15.74%	610,564 $30.7 Million
Q1 2021 May 13, 2021	BUY	$44.11 - $48.56 $9.05 Million - $9.96 Million	205,171 Added 63.65%	527,532 $25.5 Million
Q4 2020 Jan 22, 2021	BUY	$38.76 - $44.82 $340,622 - $393,878	8,788 Added 2.8%	322,361 $14.5 Million
Q3 2020 Oct 14, 2020	BUY	$37.36 - $41.95 $2.87 Million - $3.23 Million	76,880 Added 32.48%	313,573 $12.5 Million
Q2 2020 Aug 06, 2020	BUY	$31.16 - $40.84 $2.84 Million - $3.72 Million	91,148 Added 62.63%	236,693 $8.89 Million
Q1 2020 Apr 30, 2020	BUY	$27.99 - $43.13 $2.43 Million - $3.74 Million	86,706 Added 147.36%	145,545 $4.75 Million
Q4 2019 Feb 14, 2020	BUY	$37.88 - $42.2 $309,631 - $344,942	8,174 Added 16.13%	58,839 $2.47 Million
Q3 2019 Nov 08, 2019	BUY	$38.89 - $39.54 $22,050 - $22,419	567 Added 1.13%	50,665 $1.98 Million
Q2 2019 Aug 06, 2019	BUY	N/A	171 Added 0.34%	50,098 $1.91 Million
Q1 2019 May 13, 2019	BUY	N/A	4,512 Added 9.94%	49,927 $1.84 Million
Q4 2018 Feb 13, 2019	BUY	N/A	45,415 New	45,415 $1.51 Million

Others Institutions Holding DGRO

# of Institutions

1,287

Shares Held

305M

Call Options Held

1.62M

Put Options Held

27.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Avantax Advisory Services, Inc. Ishares Core Dividend Growth E Transaction History