Confluence Wealth Services, Inc. Ishares Core Dividend Growth E Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 892,804 shares of DGRO stock, worth $58.7 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
892,804
Previous 828,113 7.81%
Holding current value
$58.7 Million
Previous $51.2 Million 11.58%
% of portfolio
3.39%
Previous 3.37%

Shares

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

Jul 22, 2025
BUY
$55.22 - $63.94 $3.57 Million - $4.14 Million
64,691 Added 7.81%
892,804 $57.1 Million
Q1 2025

Apr 24, 2025
BUY
$60.46 - $64.42 $3.3 Million - $3.52 Million
54,574 Added 7.06%
828,113 $51.2 Million
Q4 2024

Jan 27, 2025
BUY
$60.73 - $64.94 $4.27 Million - $4.56 Million
70,288 Added 9.99%
773,539 $47.4 Million
Q3 2024

Oct 29, 2024
BUY
$57.47 - $62.76 $2.06 Million - $2.25 Million
35,845 Added 5.37%
703,251 $44.1 Million
Q2 2024

Jul 31, 2024
BUY
$55.23 - $58.55 $2.92 Million - $3.09 Million
52,791 Added 8.59%
667,406 $38.4 Million
Q1 2024

Apr 22, 2024
BUY
$53.33 - $58.06 $3.28 Million - $3.58 Million
61,578 Added 11.13%
614,615 $35.7 Million
Q4 2023

Jan 25, 2024
BUY
$47.36 - $54.1 $13.8 Million - $15.8 Million
292,374 Added 112.17%
553,037 $29.8 Million
Q3 2023

Nov 01, 2023
BUY
$49.53 - $53.28 $1.49 Million - $1.6 Million
30,077 Added 13.04%
260,663 $12.9 Million
Q2 2023

Aug 01, 2023
BUY
$49.08 - $51.53 $490,112 - $514,578
9,986 Added 4.53%
230,586 $11.9 Million
Q1 2023

May 11, 2023
BUY
$47.94 - $51.79 $1.74 Million - $1.88 Million
36,300 Added 19.7%
220,600 $11 Million
Q4 2022

Feb 10, 2023
BUY
$44.53 - $52.33 $6.34 Million - $7.45 Million
142,456 Added 340.45%
184,300 $9.22 Million
Q3 2022

Nov 08, 2022
BUY
$44.47 - $52.73 $217,102 - $257,427
4,882 Added 13.21%
41,844 $1.86 Million
Q2 2022

Aug 15, 2022
BUY
$45.84 - $53.69 $1.39 Million - $1.63 Million
30,326 Added 456.99%
36,962 $1.9 Million
Q1 2022

Apr 26, 2022
BUY
$50.66 - $56.06 $191,038 - $211,402
3,771 Added 131.62%
6,636 $354,000
Q4 2021

Feb 10, 2022
BUY
$50.43 - $55.68 $144,481 - $159,523
2,865 New
2,865 $159,000

Others Institutions Holding DGRO

# of Institutions
1,253
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
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