Ethos Financial Group, LLC Ishares Core Dividend Growth E Transaction History

Ethos Financial Group, LLC

$923 Million
Q1 2025

A detailed history of Ethos Financial Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ethos Financial Group, LLC holds 4,155 shares of DGRO stock, worth $247,014. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,155

Previous 4,155 -0.0%

Holding current value

$247,014

Previous $254,000 0.79%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$60.73 - $64.94 $74,090 - $79,226	-1,220 Reduced 22.7%	4,155 $254,000
Q3 2024 Nov 07, 2024	SELL	$57.47 - $62.76 $106,894 - $116,733	-1,860 Reduced 25.71%	5,375 $336,000
Q2 2024 Aug 12, 2024	SELL	$55.23 - $58.55 $540,149 - $572,619	-9,780 Reduced 57.48%	7,235 $417,000
Q1 2024 May 08, 2024	BUY	$53.33 - $58.06 $47,463 - $51,673	890 Added 5.52%	17,015 $990,000
Q4 2023 Feb 07, 2024	SELL	$47.36 - $54.1 $6.1 Million - $6.97 Million	-128,862 Reduced 88.88%	16,125 $868,000
Q3 2023 Nov 13, 2023	BUY	$49.53 - $53.28 $6.44 Million - $6.93 Million	130,069 Added 871.89%	144,987 $7.18 Million
Q1 2023 Apr 20, 2023	SELL	$47.94 - $51.79 $39,023 - $42,157	-814 Reduced 5.17%	14,918 $745,000
Q4 2022 Feb 09, 2023	BUY	$44.53 - $52.33 $700,545 - $823,255	15,732 New	15,732 $787 Million

Others Institutions Holding DGRO

# of Institutions

1,232

Shares Held

294M

Call Options Held

62.4K

Put Options Held

33.8K

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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Ishares Core Dividend Growth E Transaction History