Continuum Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Continuum Wealth Advisors, LLC

  • $155 Million
  • Q1 2025

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 5,902 shares of DGRO stock, worth $350,873. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,902
Previous 5,995 1.55%
Holding current value
$350,873
Previous $367,000 0.82%
% of portfolio
0.23%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$60.46 - $64.42 $5,622 - $5,991
-93 Reduced 1.55%
5,902 $364,000
Q4 2024

Feb 04, 2025
BUY
$60.73 - $64.94 $16,518 - $17,663
272 Added 4.75%
5,995 $367,000
Q3 2024

Oct 18, 2024
SELL
$57.47 - $62.76 $44,884 - $49,015
-781 Reduced 12.01%
5,723 $358,000
Q2 2024

Jul 23, 2024
SELL
$55.23 - $58.55 $220 - $234
-4 Reduced 0.06%
6,504 $374,000
Q1 2024

May 20, 2024
SELL
$53.33 - $58.06 $9,812 - $10,683
-184 Reduced 2.75%
6,508 $377,000
Q3 2023

Oct 25, 2023
SELL
$49.53 - $53.28 $2,625 - $2,823
-53 Reduced 0.79%
6,692 $331,000
Q2 2023

Jul 27, 2023
SELL
$49.08 - $51.53 $37,398 - $39,265
-762 Reduced 10.15%
6,745 $347,000
Q1 2023

May 15, 2023
SELL
$47.94 - $51.79 $42,522 - $45,937
-887 Reduced 10.57%
7,507 $375,000
Q4 2022

Mar 01, 2023
BUY
$44.53 - $52.33 $373,784 - $439,258
8,394 New
8,394 $420 Million

Others Institutions Holding DGRO

# of Institutions
1,220
Shares Held
296M
Call Options Held
62.4K
Put Options Held
33.8K
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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