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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 82,704 shares of DGRO stock, worth $5.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
82,704
Previous 83,968 1.51%
Holding current value
$5.25 Million
Previous $4.84 Million 7.17%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$57.47 - $62.76 $72,642 - $79,328
-1,264 Reduced 1.51%
82,704 $5.18 Million
Q2 2024

Aug 19, 2024
SELL
$55.23 - $58.55 $286,422 - $303,640
-5,186 Reduced 5.82%
83,968 $4.84 Million
Q1 2024

May 14, 2024
SELL
$53.33 - $58.06 $347,711 - $378,551
-6,520 Reduced 6.81%
89,154 $5.18 Million
Q4 2023

Feb 28, 2024
BUY
$47.36 - $54.1 $318,401 - $363,714
6,723 Added 7.56%
95,674 $5.15 Million
Q3 2023

Nov 22, 2023
SELL
$49.53 - $53.28 $9.2 Million - $9.9 Million
-185,800 Reduced 67.62%
88,951 $4.41 Million
Q1 2023

Jun 05, 2023
BUY
$47.94 - $51.79 $11.8 Million - $12.7 Million
245,292 Added 832.66%
274,751 $13.7 Million
Q4 2022

Jun 12, 2023
SELL
$44.53 - $52.33 $11 Million - $12.9 Million
-247,423 Reduced 90.05%
27,328 $1.37 Million
Q3 2022

Dec 02, 2022
BUY
$44.47 - $52.73 $847,331 - $1 Million
19,054 Added 183.12%
29,459 $1.31 Million
Q2 2022

Aug 11, 2022
SELL
$45.84 - $53.69 $89,571 - $104,910
-1,954 Reduced 15.81%
10,405 $496,000
Q1 2022

May 20, 2022
SELL
$50.66 - $56.06 $192,254 - $212,747
-3,795 Reduced 23.49%
12,359 $660,000
Q4 2021

Feb 17, 2022
BUY
$50.43 - $55.68 $204,644 - $225,949
4,058 Added 33.55%
16,154 $898,000
Q3 2021

Nov 23, 2021
SELL
$50.23 - $53.1 $39,380 - $41,630
-784 Reduced 6.09%
12,096 $608,000
Q3 2021

Nov 16, 2021
BUY
$50.23 - $53.1 $39,430 - $41,683
785 Added 6.49%
12,880 $608,000
Q2 2021

Aug 24, 2021
BUY
$48.57 - $51.16 $200,691 - $211,393
4,132 Added 51.89%
12,095 $609,000
Q1 2021

May 17, 2021
BUY
$44.11 - $48.56 $351,247 - $386,683
7,963 New
7,963 $384,000

Others Institutions Holding DGRO

# of Institutions
1,149
Shares Held
272M
Call Options Held
1.53M
Put Options Held
12.1K
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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