Congress Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 94,036 shares of DGRO stock, worth $5.98 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

94,036

Previous 4,663 1916.64%

Holding current value

$5.98 Million

Previous $286,000 1931.12%

% of portfolio

0.07%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$60.46 - $64.42 $5.4 Million - $5.76 Million	89,373 Added 1916.64%	94,036 $5.81 Million
Q4 2024 Feb 11, 2025	SELL	$60.73 - $64.94 $6,255 - $6,688	-103 Reduced 2.16%	4,663 $286,000
Q3 2024 Nov 12, 2024	BUY	$57.47 - $62.76 $55,803 - $60,939	971 Added 25.59%	4,766 $298,000
Q2 2024 Aug 13, 2024	SELL	$55.23 - $58.55 $59,758 - $63,351	-1,082 Reduced 22.19%	3,795 $218,000
Q1 2024 Apr 18, 2024	SELL	$53.33 - $58.06 $188,734 - $205,474	-3,539 Reduced 42.05%	4,877 $283,000
Q4 2023 Feb 09, 2024	SELL	$47.36 - $54.1 $138,954 - $158,729	-2,934 Reduced 25.85%	8,416 $452,000
Q3 2023 Oct 30, 2023	BUY	$49.53 - $53.28 $357,903 - $385,001	7,226 Added 175.22%	11,350 $562,000
Q2 2023 Jul 13, 2023	SELL	$49.08 - $51.53 $737,230 - $774,032	-15,021 Reduced 78.46%	4,124 $212,000
Q1 2023 Apr 14, 2023	SELL	$47.94 - $51.79 $6.1 Million - $6.59 Million	-127,166 Reduced 86.91%	19,145 $957,000
Q4 2022 Feb 02, 2023	SELL	$44.53 - $52.33 $3.22 Million - $3.79 Million	-72,383 Reduced 33.1%	146,311 $7.32 Million
Q3 2022 Nov 08, 2022	BUY	$44.47 - $52.73 $5.04 Million - $5.97 Million	113,294 Added 107.49%	218,694 $9.73 Million
Q2 2022 Aug 11, 2022	BUY	$45.84 - $53.69 $1.62 Million - $1.89 Million	35,235 Added 50.22%	105,400 $5.02 Million
Q1 2022 May 16, 2022	BUY	$50.66 - $56.06 $1.63 Million - $1.81 Million	32,232 Added 84.97%	70,165 $3.75 Million
Q4 2021 Feb 04, 2022	BUY	$50.43 - $55.68 $1.91 Million - $2.11 Million	37,933 New	37,933 $2.11 Million

Others Institutions Holding DGRO

# of Institutions

1,239

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Congress Wealth Management LLC Ishares Core Dividend Growth E Transaction History