Bartlett & Co. Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 13,308 shares of DGRO stock, worth $906,141. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,308

Previous 14,508 8.27%

Holding current value

$906,141

Previous $928 Million 99.9%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$64.12 - $68.08 $76,944 - $81,696	-1,200 Reduced 8.27%	13,308 $906,000
Q1 2025 Apr 24, 2025	BUY	$60.46 - $64.42 $467,053 - $497,644	7,725 Added 113.89%	14,508 $896 Million
Q3 2024 Oct 17, 2024	BUY	$57.47 - $62.76 $57,412 - $62,697	999 Added 17.27%	6,783 $425 Million
Q2 2024 Jul 12, 2024	BUY	$55.23 - $58.55 $16,569 - $17,565	300 Added 5.47%	5,784 $333 Million
Q4 2023 Feb 14, 2024	SELL	$47.36 - $54.1 $27,232 - $31,107	-575 Reduced 9.49%	5,484 $296 Million
Q3 2023 Feb 14, 2024	SELL	$49.53 - $53.28 $89,302 - $96,063	-1,803 Reduced 22.93%	6,059 $302 Million
Q2 2023 Feb 14, 2024	BUY	$49.08 - $51.53 $200,982 - $211,015	4,095 Added 108.71%	7,862 $405 Million
Q4 2022 Feb 14, 2024	SELL	$44.53 - $52.33 $33,976 - $39,927	-763 Reduced 16.84%	3,767 $188 Million
Q3 2022 Feb 14, 2024	BUY	$44.47 - $52.73 $28,727 - $34,063	646 Added 16.63%	4,530 $201 Million
Q2 2022 Feb 14, 2024	BUY	$45.84 - $53.69 $5,363 - $6,281	117 Added 3.11%	3,884 $185 Million
Q3 2021 Feb 13, 2024	BUY	$50.23 - $53.1 $14,466 - $15,292	288 Added 8.28%	3,767 $189 Million
Q2 2021 Feb 13, 2024	BUY	$48.57 - $51.16 $116,762 - $122,988	2,404 Added 223.63%	3,479 $175 Million
Q1 2021 Feb 13, 2024	BUY	$44.11 - $48.56 $47,418 - $52,202	1,075 New	1,075 $51.9 Million

Others Institutions Holding DGRO

# of Institutions

1,289

Shares Held

303M

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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Bartlett & Co. Wealth Management LLC Ishares Core Dividend Growth E Transaction History