Beam Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 32,900 shares of DGRO stock, worth $2.23 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

32,900

Previous 57,908 43.19%

Holding current value

$2.23 Million

Previous $3.58 Million 41.21%

% of portfolio

0.66%

Previous 1.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$55.22 - $63.94 $1.38 Million - $1.6 Million	-25,008 Reduced 43.19%	32,900 $2.1 Million
Q1 2025 May 09, 2025	SELL	$60.46 - $64.42 $513,124 - $546,732	-8,487 Reduced 12.78%	57,908 $3.58 Million
Q4 2024 Feb 06, 2025	SELL	$60.73 - $64.94 $278,507 - $297,814	-4,586 Reduced 6.46%	66,395 $4.07 Million
Q3 2024 Nov 04, 2024	BUY	$57.47 - $62.76 $123,158 - $134,494	2,143 Added 3.11%	70,981 $4.45 Million
Q2 2024 Aug 07, 2024	BUY	$55.23 - $58.55 $3.8 Million - $4.03 Million	68,838 New	68,838 $3.97 Million

Others Institutions Holding DGRO

# of Institutions

1,288

Shares Held

305M

Call Options Held

1.62M

Put Options Held

27.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

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Beam Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History