Financial Insights, Inc. Ishares Core Dividend Growth E Transaction History

Financial Insights, Inc.

$266 Million
Q2 2025

A detailed history of Financial Insights, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Financial Insights, Inc. holds 34,146 shares of DGRO stock, worth $2.34 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

34,146

Previous 34,586 1.27%

Holding current value

$2.34 Million

Previous $2.14 Million 2.2%

% of portfolio

0.82%

Previous 0.86%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$55.22 - $63.94 $24,296 - $28,133	-440 Reduced 1.27%	34,146 $2.18 Million
Q1 2025 Apr 24, 2025	SELL	$60.46 - $64.42 $60,097 - $64,033	-994 Reduced 2.79%	34,586 $2.14 Million
Q4 2024 Mar 05, 2025	SELL	$60.73 - $64.94 $144,051 - $154,037	-2,372 Reduced 6.25%	35,580 $2.18 Million
Q3 2024 Oct 22, 2024	SELL	$57.47 - $62.76 $175,915 - $192,108	-3,061 Reduced 7.46%	37,952 $2.38 Million
Q2 2024 Jul 16, 2024	SELL	$55.23 - $58.55 $85,054 - $90,167	-1,540 Reduced 3.62%	41,013 $2.36 Million

Q1 2024 Apr 25, 2024	SELL	$53.33 - $58.06 $55,889 - $60,846	-1,048 Reduced 2.4%	42,553 $2.47 Million
Q4 2023 Jan 24, 2024	SELL	$47.36 - $54.1 $158,703 - $181,289	-3,351 Reduced 7.14%	43,601 $2.35 Million
Q3 2023 Dec 06, 2023	SELL	$49.53 - $53.28 $76,821 - $82,637	-1,551 Reduced 3.27%	45,852 $2.27 Million
Q2 2023 Jan 24, 2024	BUY	$49.08 - $51.53 $53,988 - $56,683	1,100 Added 2.4%	46,952 $2.42 Million
Q1 2023 Apr 17, 2023	SELL	$47.94 - $51.79 $115,487 - $124,762	-2,409 Reduced 4.84%	47,403 $2.37 Million
Q4 2022 Feb 09, 2023	SELL	$44.53 - $52.33 $23,333 - $27,420	-524 Reduced 1.04%	49,812 $2.49 Million
Q3 2022 Oct 26, 2022	SELL	$44.47 - $52.73 $21,434 - $25,415	-482 Reduced 0.95%	50,336 $2.24 Million
Q2 2022 Aug 03, 2022	BUY	$45.84 - $53.69 $374,787 - $438,969	8,176 Added 19.17%	50,818 $2.42 Million
Q1 2022 May 11, 2022	SELL	$50.66 - $56.06 $35,006 - $38,737	-691 Reduced 1.59%	42,642 $2.28 Million
Q4 2021 Feb 09, 2022	SELL	$50.43 - $55.68 $31,216 - $34,465	-619 Reduced 1.41%	43,333 $2.41 Million
Q3 2021 Nov 12, 2021	BUY	$50.23 - $53.1 $110,857 - $117,191	2,207 Added 5.29%	43,952 $2.21 Million
Q2 2021 Aug 12, 2021	SELL	$48.57 - $51.16 $84,997 - $89,530	-1,750 Reduced 4.02%	41,745 $21 Million
Q1 2021 May 12, 2021	BUY	$44.11 - $48.56 $239,605 - $263,777	5,432 Added 14.27%	43,495 $2.1 Million
Q4 2020 Feb 05, 2021	BUY	$38.76 - $44.82 $108,683 - $125,675	2,804 Added 7.95%	38,063 $1.71 Million
Q3 2020 Nov 16, 2020	BUY	$37.36 - $41.95 $523,189 - $587,467	14,004 Added 65.89%	35,259 $1.4 Million
Q2 2020 Aug 20, 2020	SELL	$31.16 - $40.84 $398,131 - $521,812	-12,777 Reduced 37.54%	21,255 $1.34 Million
Q1 2020 Apr 28, 2020	BUY	$27.99 - $43.13 $120,720 - $186,019	4,313 Added 14.51%	34,032 $1.11 Million
Q4 2019 Feb 07, 2020	BUY	$37.88 - $42.2 $18,561 - $20,678	490 Added 1.68%	29,719 $1.25 Million
Q3 2019 Oct 31, 2019	BUY	$38.89 - $39.54 $51,840 - $52,706	1,333 Added 4.78%	29,229 $1.14 Million
Q2 2019 Aug 20, 2019	BUY	N/A	1,337 Added 5.03%	27,896 $1.05 Million
Q1 2019 May 23, 2019	SELL	N/A	-4,417 Reduced 14.26%	26,559 $1.01 Million
Q4 2018 Mar 08, 2019	BUY	N/A	30,976 New	30,976 $1.09 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 Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Account

Financial Insights, Inc. Ishares Core Dividend Growth E Transaction History