Ever Source Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 254,232 shares of DGRO stock, worth $17.4 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

254,232

Previous 238,943 6.4%

Holding current value

$17.4 Million

Previous $15.3 Million 13.29%

% of portfolio

0.79%

Previous 0.78%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$64.12 - $68.08 $980,330 - $1.04 Million	15,289 Added 6.4%	254,232 $17.3 Million
Q2 2025 Aug 13, 2025	BUY	$55.22 - $63.94 $2.12 Million - $2.46 Million	38,433 Added 19.17%	238,943 $15.3 Million
Q1 2025 May 13, 2025	BUY	$60.46 - $64.42 $982,837 - $1.05 Million	16,256 Added 8.82%	200,510 $12.4 Million
Q4 2024 Feb 07, 2025	BUY	$60.73 - $64.94 $278,325 - $297,620	4,583 Added 2.55%	184,254 $11.3 Million
Q3 2024 Nov 08, 2024	BUY	$57.47 - $62.76 $765,213 - $835,649	13,315 Added 8.0%	179,671 $11.3 Million

Q2 2024 Aug 13, 2024	BUY	$55.23 - $58.55 $871,584 - $923,977	15,781 Added 10.48%	166,356 $9.58 Million
Q1 2024 Jun 11, 2024	BUY	$53.33 - $58.06 $1.72 Million - $1.87 Million	32,242 Added 27.25%	150,575 $8.74 Million
Q4 2023 Feb 09, 2024	BUY	$47.36 - $54.1 $886,958 - $1.01 Million	18,728 Added 18.8%	118,333 $6.37 Million
Q3 2023 Nov 03, 2023	BUY	$49.53 - $53.28 $1.91 Million - $2.06 Million	38,598 Added 63.27%	99,605 $4.93 Million
Q2 2023 Aug 04, 2023	BUY	$49.08 - $51.53 $582,825 - $611,918	11,875 Added 24.17%	61,007 $3.14 Million
Q1 2023 May 11, 2023	BUY	$47.94 - $51.79 $804,529 - $869,139	16,782 Added 51.88%	49,132 $2.46 Million
Q4 2022 Feb 09, 2023	BUY	$44.53 - $52.33 $1.44 Million - $1.69 Million	32,350 New	32,350 $1.62 Million

Others Institutions Holding DGRO

# of Institutions

1,324

Shares Held

310M

Call Options Held

1.58M

Put Options Held

24.2K

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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History