Envestnet Portfolio Solutions, Inc. Ishares Core Dividend Growth E Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 161,072 shares of DGRO stock, worth $10 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

161,072

Previous 270,702 40.5%

Holding current value

$10 Million

Previous $16.6 Million 40.07%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$60.46 - $64.42 $6.63 Million - $7.06 Million	-109,630 Reduced 40.5%	161,072 $9.95 Million
Q4 2024 Feb 10, 2025	SELL	$60.73 - $64.94 $18.6 Million - $19.9 Million	-307,020 Reduced 53.14%	270,702 $16.6 Million
Q3 2024 Oct 31, 2024	BUY	$57.47 - $62.76 $17.6 Million - $19.3 Million	306,836 Added 113.27%	577,722 $36.2 Million
Q2 2024 Jul 16, 2024	BUY	$55.23 - $58.55 $533,245 - $565,300	9,655 Added 3.7%	270,886 $15.6 Million
Q1 2024 May 06, 2024	SELL	$53.33 - $58.06 $316,673 - $344,760	-5,938 Reduced 2.22%	261,231 $15.2 Million
Q4 2023 Feb 07, 2024	SELL	$47.36 - $54.1 $100,071 - $114,313	-2,113 Reduced 0.78%	267,169 $14.4 Million
Q3 2023 Nov 13, 2023	BUY	$49.53 - $53.28 $13.3 Million - $14.3 Million	269,282 New	269,282 $13.3 Million

Others Institutions Holding DGRO

# of Institutions

1,238

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Ishares Core Dividend Growth E Transaction History