Kcm Investment Advisors LLC Ishares Core Dividend Growth E Transaction History

Kcm Investment Advisors LLC

$2.74 Billion
Q1 2025

A detailed history of Kcm Investment Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 41,218 shares of DGRO stock, worth $2.68 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

41,218

Previous 41,518 0.72%

Holding current value

$2.68 Million

Previous $2.55 Million -0.0%

% of portfolio

0.09%

Previous 0.09%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$60.46 - $64.42 $18,138 - $19,326	-300 Reduced 0.72%	41,218 $2.55 Million
Q4 2024 Feb 12, 2025	BUY	$60.73 - $64.94 $65,588 - $70,135	1,080 Added 2.67%	41,518 $2.55 Million
Q3 2024 Nov 06, 2024	SELL	$57.47 - $62.76 $146,146 - $159,598	-2,543 Reduced 5.92%	40,438 $2.54 Million
Q2 2024 Jul 29, 2024	SELL	$55.23 - $58.55 $66,276 - $70,260	-1,200 Reduced 2.72%	42,981 $2.48 Million
Q1 2024 May 07, 2024	SELL	$53.33 - $58.06 $5,439 - $5,922	-102 Reduced 0.23%	44,181 $2.57 Million
Q4 2023 Feb 13, 2024	BUY	$47.36 - $54.1 $3,552 - $4,057	75 Added 0.17%	44,283 $2.38 Million
Q3 2023 Nov 08, 2023	SELL	$49.53 - $53.28 $8,667 - $9,324	-175 Reduced 0.39%	44,208 $2.19 Million
Q1 2023 May 09, 2023	BUY	$47.94 - $51.79 $2.13 Million - $2.3 Million	44,383 New	44,383 $2.22 Million
Q4 2022 Jan 31, 2023	SELL	$44.53 - $52.33 $27,385 - $32,182	-615 Reduced 1.44%	42,033 $2.1 Million
Q3 2022 Nov 10, 2022	SELL	$44.47 - $52.73 $75,599 - $89,641	-1,700 Reduced 3.83%	42,648 $1.9 Million
Q2 2022 Aug 15, 2022	SELL	$45.84 - $53.69 $308,686 - $361,548	-6,734 Reduced 13.18%	44,348 $2.11 Million
Q1 2022 May 13, 2022	SELL	$50.66 - $56.06 $44,530 - $49,276	-879 Reduced 1.69%	51,082 $2.73 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $55.68 $71,862 - $79,344	1,425 Added 2.82%	51,961 $2.89 Million
Q3 2021 Nov 12, 2021	SELL	$50.23 - $53.1 $10,297 - $10,885	-205 Reduced 0.4%	50,536 $2.54 Million
Q2 2021 Aug 12, 2021	BUY	$48.57 - $51.16 $10,928 - $11,511	225 Added 0.45%	50,741 $2.56 Million
Q1 2021 May 13, 2021	BUY	$44.11 - $48.56 $1,102 - $1,214	25 Added 0.05%	50,516 $2.44 Million
Q4 2020 Feb 19, 2021	BUY	$38.76 - $44.82 $21,899 - $25,323	565 Added 1.13%	50,491 $2.26 Million
Q3 2020 Nov 16, 2020	BUY	$37.36 - $41.95 $63,512 - $71,315	1,700 Added 3.53%	49,926 $1.99 Million
Q2 2020 Aug 14, 2020	SELL	$31.16 - $40.84 $26,486 - $34,714	-850 Reduced 1.73%	48,226 $1.81 Million
Q1 2020 Apr 27, 2020	BUY	$27.99 - $43.13 $1.37 Million - $2.12 Million	49,076 New	49,076 $1.6 Million
Q4 2019 Feb 18, 2020	BUY	$37.88 - $42.2 $327,510 - $364,861	8,646 Added 21.05%	49,717 $2.09 Million
Q3 2019 Nov 15, 2019	BUY	$38.89 - $39.54 $45,267 - $46,024	1,164 Added 2.92%	41,071 $1.61 Million
Q2 2019 Aug 14, 2019	BUY	N/A	2,957 Added 8.0%	39,907 $1.52 Million
Q1 2019 May 16, 2019	SELL	N/A	-35,437 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-2,289 Reduced 6.07%	35,437 $1.18 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-375 Reduced 0.98%	37,726 $0
Q2 2018 Aug 10, 2018	SELL	N/A	-2,555 Reduced 6.28%	38,101 $1.31 Million
Q1 2018 May 09, 2018	SELL	N/A	-4,091 Reduced 9.14%	40,656 $1.38 Million
Q4 2017 Feb 22, 2018	SELL	N/A	-909 Reduced 1.99%	44,747 $1.56 Million
Q3 2017 Nov 13, 2017	BUY	N/A	45,656	45,656 $1.48 Million

Others Institutions Holding DGRO

# of Institutions

1,239

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

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 Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Account

Kcm Investment Advisors LLC Ishares Core Dividend Growth E Transaction History