Iht Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 75,347 shares of DGRO stock, worth $5.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

75,347

Previous 59,855 25.88%

Holding current value

$5.04 Million

Previous $3.7 Million 30.29%

% of portfolio

0.14%

Previous 0.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$55.22 - $63.94 $855,468 - $990,558	15,492 Added 25.88%	75,347 $4.82 Million
Q1 2025 May 15, 2025	SELL	$60.46 - $64.42 $257,680 - $274,558	-4,262 Reduced 6.65%	59,855 $3.7 Million
Q4 2024 Feb 14, 2025	SELL	$60.73 - $64.94 $844,086 - $902,601	-13,899 Reduced 17.82%	64,117 $3.93 Million
Q3 2024 Nov 14, 2024	BUY	$57.47 - $62.76 $1.84 Million - $2.01 Million	32,055 Added 69.74%	78,016 $4.89 Million
Q2 2024 Aug 14, 2024	BUY	$55.23 - $58.55 $56,831 - $60,247	1,029 Added 2.29%	45,961 $2.65 Million
Q1 2024 May 15, 2024	BUY	$53.33 - $58.06 $3,733 - $4,064	70 Added 0.16%	44,932 $2.61 Million
Q4 2023 Feb 14, 2024	BUY	$47.36 - $54.1 $148,047 - $169,116	3,126 Added 7.49%	44,862 $2.41 Million
Q3 2023 Nov 14, 2023	BUY	$49.53 - $53.28 $218,526 - $235,071	4,412 Added 11.82%	41,736 $2.07 Million
Q2 2023 Aug 14, 2023	SELL	$49.08 - $51.53 $180,663 - $189,681	-3,681 Reduced 8.98%	37,324 $1.92 Million
Q1 2023 May 15, 2023	SELL	$47.94 - $51.79 $93,051 - $100,524	-1,941 Reduced 4.52%	41,005 $2.05 Million
Q4 2022 Feb 14, 2023	SELL	$44.53 - $52.33 $109,810 - $129,045	-2,466 Reduced 5.43%	42,946 $2.15 Million
Q3 2022 Nov 22, 2022	SELL	$44.47 - $52.73 $101,569 - $120,435	-2,284 Reduced 4.79%	45,412 $2.02 Million
Q2 2022 Aug 15, 2022	SELL	$45.84 - $53.69 $92,230 - $108,024	-2,012 Reduced 4.05%	47,696 $2.27 Million
Q1 2022 May 16, 2022	BUY	$50.66 - $56.06 $348,946 - $386,141	6,888 Added 16.09%	49,708 $2.66 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $55.68 $416,299 - $459,638	8,255 Added 23.88%	42,820 $2.38 Million
Q3 2021 Nov 15, 2021	BUY	$50.23 - $53.1 $278,424 - $294,333	5,543 Added 19.1%	34,565 $1.74 Million
Q2 2021 Aug 16, 2021	BUY	$48.57 - $51.16 $546,655 - $575,805	11,255 Added 63.35%	29,022 $1.46 Million
Q1 2021 May 18, 2021	BUY	$44.11 - $48.56 $391,167 - $430,630	8,868 Added 99.65%	17,767 $858,000
Q4 2020 Feb 17, 2021	BUY	$38.76 - $44.82 $63,333 - $73,235	1,634 Added 22.49%	8,899 $399,000
Q3 2020 Nov 19, 2020	BUY	$37.36 - $41.95 $11,245 - $12,626	301 Added 4.32%	7,265 $289,000
Q2 2020 Aug 14, 2020	BUY	$31.16 - $40.84 $216,998 - $284,409	6,964 New	6,964 $262,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,584 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-197 Reduced 11.06%	1,584 $53,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,216 Added 215.22%	1,781 $63,000
Q3 2017 Nov 14, 2017	BUY	N/A	565	565 $19,000

Others Institutions Holding DGRO

# of Institutions

1,287

Shares Held

305M

Call Options Held

1.62M

Put Options Held

27.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Iht Wealth Management, LLC Ishares Core Dividend Growth E Transaction History