Brass Tax Wealth Management, Inc Ishares Core Dividend Growth E Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 214,094 shares of DGRO stock, worth $12.7 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

214,094

Previous 204,775 4.55%

Holding current value

$12.7 Million

Previous $12.6 Billion 5.3%

% of portfolio

2.78%

Previous 2.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$60.46 - $64.42 $563,426 - $600,329	9,319 Added 4.55%	214,094 $13.2 Billion
Q4 2024 Apr 29, 2025	BUY	$60.73 - $64.94 $1.5 Million - $1.6 Million	24,682 Added 13.71%	204,775 $12.6 Billion
Q3 2024 Apr 29, 2025	BUY	$57.47 - $62.76 $264,247 - $288,570	4,598 Added 2.62%	180,093 $11.3 Billion
Q3 2024 Dec 12, 2024	SELL	$57.47 - $62.76 $453,783 - $495,552	-7,896 Reduced 4.31%	175,495 $11 Million
Q2 2024 Dec 12, 2024	BUY	$55.23 - $58.55 $10.1 Million - $10.7 Million	183,391 New	183,391 $10.6 Billion
Q1 2024 Jul 31, 2024	BUY	$53.33 - $58.06 $9.04 Million - $9.84 Million	169,474 New	169,474 $9.84 Billion

Others Institutions Holding DGRO

# of Institutions

1,219

Shares Held

297M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Brass Tax Wealth Management, Inc Ishares Core Dividend Growth E Transaction History