Bdo Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 8,972 shares of DGRO stock, worth $610,903. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,972

Previous 9,056 0.93%

Holding current value

$610,903

Previous $452,000 2.21%

% of portfolio

0.05%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$49.08 - $51.53 $4,122 - $4,328	-84 Reduced 0.93%	8,972 $462,000
Q1 2023 May 09, 2023	SELL	$47.94 - $51.79 $1,821 - $1,968	-38 Reduced 0.42%	9,056 $452,000
Q4 2022 Jan 27, 2023	BUY	$44.53 - $52.33 $311 - $366	7 Added 0.08%	9,094 $0
Q3 2022 Nov 02, 2022	SELL	$44.47 - $52.73 $54,342 - $64,436	-1,222 Reduced 11.85%	9,087 $404,000
Q2 2022 Aug 25, 2022	SELL	$45.84 - $53.69 $25,762 - $30,173	-562 Reduced 5.17%	10,309 $491,000
Q1 2022 May 06, 2022	SELL	$50.66 - $56.06 $244,637 - $270,713	-4,829 Reduced 30.76%	10,871 $581,000
Q4 2021 Feb 11, 2022	SELL	$50.43 - $55.68 $30,005 - $33,129	-595 Reduced 3.65%	15,700 $873,000
Q3 2021 Nov 09, 2021	SELL	$50.23 - $53.1 $87,601 - $92,606	-1,744 Reduced 9.67%	16,295 $819,000
Q2 2021 Sep 03, 2021	SELL	$48.57 - $51.16 $37,738 - $39,751	-777 Reduced 4.13%	18,039 $908,000
Q1 2021 May 14, 2021	SELL	$44.11 - $48.56 $216,359 - $238,186	-4,905 Reduced 20.68%	18,816 $908,000
Q4 2020 Feb 12, 2021	SELL	$38.76 - $44.82 $1.59 Million - $1.84 Million	-40,998 Reduced 63.35%	23,721 $1.06 Million
Q3 2020 Nov 12, 2020	SELL	$37.36 - $41.95 $286,775 - $322,008	-7,676 Reduced 10.6%	64,719 $2.58 Million
Q2 2020 Aug 14, 2020	SELL	$31.16 - $40.84 $46,241 - $60,606	-1,484 Reduced 2.01%	72,395 $2.72 Million
Q1 2020 May 15, 2020	BUY	$27.99 - $43.13 $1.97 Million - $3.04 Million	70,383 Added 2013.24%	73,879 $2.41 Million
Q4 2019 Feb 14, 2020	SELL	$37.88 - $42.2 $5,682 - $6,330	-150 Reduced 4.11%	3,496 $147,000
Q2 2019 Aug 09, 2019	BUY	N/A	1,390 Added 61.61%	3,646 $139,000
Q1 2019 May 15, 2019	BUY	N/A	924 Added 69.37%	2,256 $83,000
Q3 2018 Nov 07, 2018	SELL	N/A	-966 Reduced 42.04%	1,332 $49,000
Q4 2017 Feb 14, 2018	BUY	N/A	2,298	2,298 $80,000

Others Institutions Holding DGRO

# of Institutions

1,302

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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Bdo Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History