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

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 20,082 shares of DGRO stock, worth $1.19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,082
Previous 23,742 15.42%
Holding current value
$1.19 Million
Previous $1.49 Million 17.27%
% of portfolio
0.1%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$60.73 - $64.94 $222,271 - $237,680
-3,660 Reduced 15.42%
20,082 $1.23 Million
Q3 2024

Nov 14, 2024
BUY
$57.47 - $62.76 $1.14 Million - $1.24 Million
19,829 Added 506.75%
23,742 $1.49 Million
Q3 2024

Nov 12, 2024
SELL
$57.47 - $62.76 $1.14 Million - $1.25 Million
-19,884 Reduced 83.56%
3,913 $245,000
Q2 2024

Aug 14, 2024
SELL
$55.23 - $58.55 $372,084 - $394,451
-6,737 Reduced 22.06%
23,797 $1.37 Million
Q1 2024

May 15, 2024
SELL
$53.33 - $58.06 $45,277 - $49,292
-849 Reduced 2.71%
30,534 $1.77 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $54.1 $97,987 - $111,932
2,069 Added 7.06%
31,383 $1.69 Million
Q4 2022

Feb 14, 2023
SELL
$44.53 - $52.33 $240,595 - $282,738
-5,403 Reduced 15.56%
29,314 $1.47 Million
Q3 2022

Jan 25, 2023
BUY
$44.47 - $52.73 $1.54 Million - $1.83 Million
34,717 New
34,717 $1.54 Million

Others Institutions Holding DGRO

# of Institutions
1,231
Shares Held
293M
Call Options Held
69.4K
Put Options Held
49.3K
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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