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

Erts Wealth Advisors, LLC

  • $490 Million
  • Q1 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 10,957 shares of DGRO stock, worth $631,232. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,957
Previous 10,957 -0.0%
Holding current value
$631,232
Previous $589,000 7.98%
% of portfolio
0.13%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$47.36 - $54.1 $5,256 - $6,005
111 Added 1.02%
10,957 $589,000
Q3 2023

Oct 16, 2023
BUY
$49.53 - $53.28 $3,912 - $4,209
79 Added 0.73%
10,846 $537,000
Q1 2023

Apr 18, 2023
SELL
$47.94 - $51.79 $9,588 - $10,358
-200 Reduced 1.82%
10,767 $538,000
Q4 2022

Jan 27, 2023
SELL
$48.1 - $52.33 $52,669 - $57,301
-1,095 Reduced 9.08%
10,967 $548,000
Q3 2022

Nov 08, 2022
SELL
N/A
-330 Reduced 2.66%
12,062 $536,000
Q1 2022

May 11, 2022
SELL
N/A
-70 Reduced 0.56%
12,392 $662,000
Q4 2020

Feb 12, 2021
SELL
N/A
-500 Reduced 3.86%
12,462 $559,000
Q2 2020

Aug 14, 2020
SELL
N/A
-5,099 Reduced 28.23%
12,962 $487,000
Q1 2020

May 15, 2020
SELL
N/A
-1,795 Reduced 9.04%
18,061 $589,000
Q4 2019

Feb 19, 2020
SELL
N/A
-134,283 Reduced 87.12%
19,856 $835,000
Q4 2019

Feb 12, 2020
BUY
N/A
132,736 Added 620.17%
154,139 $5.11 Million
Q3 2019

Nov 05, 2019
SELL
N/A
-52,902 Reduced 71.2%
21,403 $838,000
Q2 2019

Aug 13, 2019
SELL
N/A
-8,212 Reduced 9.95%
74,305 $2.84 Million
Q1 2019

May 15, 2019
SELL
N/A
-71,622 Reduced 46.47%
82,517 $3.03 Million
Q4 2018

Feb 14, 2019
BUY
N/A
154,139 New
154,139 $5.11 Million

Others Institutions Holding DGRO

# of Institutions
1,039
Shares Held
253M
Call Options Held
1.36M
Put Options Held
123K
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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