Financial Advocates Investment Management Ishares Core Dividend Growth E Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Financial Advocates Investment Management holds 59,497 shares of DGRO stock, worth $3.78 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

59,497

Previous 58,730 1.31%

Holding current value

$3.78 Million

Previous $3.68 Million 0.87%

% of portfolio

0.21%

Previous 0.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$60.73 - $64.94 $46,579 - $49,808	767 Added 1.31%	59,497 $3.65 Million
Q3 2024 Oct 25, 2024	BUY	$57.47 - $62.76 $46,608 - $50,898	811 Added 1.4%	58,730 $3.68 Million
Q2 2024 Jul 26, 2024	BUY	$55.23 - $58.55 $42,748 - $45,317	774 Added 1.35%	57,919 $3.34 Million
Q1 2024 May 01, 2024	BUY	$53.33 - $58.06 $91,087 - $99,166	1,708 Added 3.08%	57,145 $3.32 Million
Q4 2023 Feb 08, 2024	SELL	$47.36 - $54.1 $731,285 - $835,358	-15,441 Reduced 21.79%	55,437 $2.98 Million
Q3 2023 Oct 27, 2023	SELL	$49.53 - $53.28 $45,220 - $48,644	-913 Reduced 1.27%	70,878 $3.51 Million
Q2 2023 Aug 07, 2023	BUY	$49.08 - $51.53 $144,197 - $151,395	2,938 Added 4.27%	71,791 $3.7 Million
Q1 2023 May 11, 2023	SELL	$47.94 - $51.79 $515,786 - $557,208	-10,759 Reduced 13.51%	68,853 $3.44 Million
Q4 2022 Feb 14, 2023	BUY	$44.53 - $52.33 $805,503 - $946,597	18,089 Added 29.4%	79,612 $3.98 Million
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $148,974 - $176,645	3,350 Added 5.76%	61,523 $2.74 Million
Q2 2022 Aug 12, 2022	SELL	$45.84 - $53.69 $140,407 - $164,452	-3,063 Reduced 5.0%	58,173 $2.77 Million
Q1 2022 May 11, 2022	SELL	$50.66 - $56.06 $213,379 - $236,124	-4,212 Reduced 6.44%	61,236 $3.28 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $55.68 $199,803 - $220,604	3,962 Added 6.44%	65,448 $3.64 Million
Q3 2021 Nov 04, 2021	BUY	$50.23 - $53.1 $490,948 - $518,999	9,774 Added 18.9%	61,486 $3.09 Million
Q2 2021 Aug 03, 2021	BUY	$48.57 - $51.16 $215,067 - $226,536	4,428 Added 9.36%	51,712 $2.6 Million
Q1 2021 May 10, 2021	SELL	$44.11 - $48.56 $1.21 Million - $1.33 Million	-27,423 Reduced 36.71%	47,284 $2.28 Million
Q4 2020 Feb 12, 2021	BUY	$38.76 - $44.82 $1.86 Million - $2.15 Million	48,024 Added 179.98%	74,707 $4.24 Million
Q3 2020 Nov 04, 2020	BUY	$37.36 - $41.95 $48,829 - $54,828	1,307 Added 5.15%	26,683 $1.06 Million
Q2 2020 Aug 14, 2020	BUY	$31.16 - $40.84 $175,212 - $229,643	5,623 Added 28.47%	25,376 $954,000
Q1 2020 Apr 29, 2020	BUY	$27.99 - $43.13 $20,488 - $31,571	732 Added 3.85%	19,753 $644,000
Q4 2019 Feb 13, 2020	BUY	$37.88 - $42.2 $78,222 - $87,143	2,065 Added 12.18%	19,021 $800,000
Q3 2019 Nov 13, 2019	BUY	$38.89 - $39.54 $54,873 - $55,790	1,411 Added 9.08%	16,956 $664,000
Q2 2019 Aug 08, 2019	BUY	N/A	2,386 Added 18.13%	15,545 $594,000
Q1 2019 May 16, 2019	BUY	N/A	67 Added 0.51%	13,159 $484,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,659 Reduced 16.88%	13,092 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,481 Added 18.7%	15,751 $0
Q2 2018 Aug 09, 2018	BUY	N/A	2,718 Added 25.76%	13,270 $456,000
Q1 2018 May 11, 2018	BUY	N/A	2,481 Added 30.74%	10,552 $358,000
Q4 2017 Feb 15, 2018	BUY	N/A	8,071	8,071 $281,000

Others Institutions Holding DGRO

# of Institutions

1,194

Shares Held

274M

Call Options Held

1.53M

Put Options Held

12.1K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Financial Advocates Investment Management Ishares Core Dividend Growth E Transaction History