Buck Wealth Strategies, LLC Ishares Core Dividend Growth E Transaction History

Buck Wealth Strategies, LLC

  • $631 Million
  • Q2 2025

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 133,154 shares of DGRO stock, worth $8.62 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
133,154
Previous 115,634 15.15%
Holding current value
$8.62 Million
Previous $7.14 Million 19.18%
% of portfolio
1.35%
Previous 1.35%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$55.22 - $63.94 $967,454 - $1.12 Million
17,520 Added 15.15%
133,154 $8.51 Million
Q1 2025

Apr 22, 2025
SELL
$60.46 - $64.42 $2.2 Million - $2.35 Million
-36,410 Reduced 23.95%
115,634 $7.14 Million
Q4 2024

Jan 27, 2025
BUY
$60.73 - $64.94 $3.25 Million - $3.48 Million
53,551 Added 54.37%
152,044 $9.33 Million
Q3 2024

Nov 05, 2024
SELL
$57.47 - $62.76 $290,338 - $317,063
-5,052 Reduced 4.88%
98,493 $6.17 Million
Q2 2024

Aug 14, 2024
BUY
$55.23 - $58.55 $5.72 Million - $6.06 Million
103,545 New
103,545 $5.97 Million
Q4 2023

Jan 23, 2024
BUY
$47.36 - $54.1 $81,553 - $93,160
1,722 Added 1.8%
97,604 $5.25 Million
Q3 2023

Nov 06, 2023
BUY
$49.53 - $53.28 $705,356 - $758,760
14,241 Added 17.44%
95,882 $4.75 Million
Q3 2022

Oct 30, 2023
BUY
$44.47 - $52.73 $3.63 Million - $4.3 Million
81,641 New
81,641 $4.04 Billion

Others Institutions Holding DGRO

# of Institutions
1,266
Shares Held
295M
Call Options Held
61.1K
Put Options Held
62.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email