Copia Wealth Management Ishares Core Dividend Growth E Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Copia Wealth Management holds 983 shares of DGRO stock, worth $66,932. This represents 0.05% of its overall portfolio holdings.

Number of Shares
983
Previous 1,775 44.62%
Holding current value
$66,932
Previous $110 Million 42.68%
% of portfolio
0.05%
Previous 0.1%

Shares

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

Jul 28, 2025
SELL
$55.22 - $63.94 $43,734 - $50,640
-792 Reduced 44.62%
983 $62.9 Million
Q1 2025

Apr 17, 2025
SELL
$60.46 - $64.42 $23,579 - $25,123
-390 Reduced 18.01%
1,775 $110 Million
Q4 2024

Mar 06, 2025
BUY
$60.73 - $64.94 $131,480 - $140,595
2,165 New
2,165 $133 Million

Others Institutions Holding DGRO

# of Institutions
1,298
Shares Held
303M
Call Options Held
1.62M
Put Options Held
27.1K
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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