Legacy Financial Strategies, LLC Ishares Core Dividend Growth E Transaction History

Legacy Financial Strategies, LLC

$505 Million
Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 573,454 shares of DGRO stock, worth $37.4 Million. This represents 7.26% of its overall portfolio holdings.

Number of Shares

573,454

Previous 555,757 3.18%

Holding current value

$37.4 Million

Previous $34 Million 7.89%

% of portfolio

7.26%

Previous 7.51%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$55.22 - $63.94 $977,228 - $1.13 Million	17,697 Added 3.18%	573,454 $36.7 Million
Q1 2025 Apr 08, 2025	BUY	$60.46 - $64.42 $689,969 - $735,161	11,412 Added 2.1%	555,757 $34 Million
Q4 2024 Jan 28, 2025	BUY	$60.73 - $64.94 $511,346 - $546,794	8,420 Added 1.57%	544,345 $33.4 Million
Q3 2024 Oct 18, 2024	BUY	$57.47 - $62.76 $1.27 Million - $1.39 Million	22,183 Added 4.32%	535,925 $33.6 Million
Q2 2024 Jul 10, 2024	BUY	$55.23 - $58.55 $1.64 Million - $1.74 Million	29,725 Added 6.14%	513,742 $29.6 Million
Q1 2024 Apr 10, 2024	BUY	$53.33 - $58.06 $435,599 - $474,234	8,168 Added 1.72%	484,017 $28.1 Million
Q4 2023 Feb 01, 2024	BUY	$47.36 - $54.1 $615,727 - $703,354	13,001 Added 2.81%	475,849 $25.6 Million
Q3 2023 Nov 13, 2023	BUY	$49.53 - $53.28 $1.94 Million - $2.09 Million	39,189 Added 9.25%	462,848 $22.9 Million
Q2 2023 Jul 28, 2023	BUY	$49.08 - $51.53 $1.13 Million - $1.19 Million	23,058 Added 5.76%	423,659 $21.8 Million
Q1 2023 May 10, 2023	BUY	$47.94 - $51.79 $487,789 - $526,963	10,175 Added 2.61%	400,601 $20 Million
Q4 2022 Feb 15, 2023	BUY	$44.53 - $52.33 $550,435 - $646,851	12,361 Added 3.27%	390,426 $19.5 Million
Q3 2022 Nov 08, 2022	BUY	$44.47 - $52.73 $8.45 Million - $10 Million	189,981 Added 101.01%	378,065 $16.8 Million
Q2 2022 Aug 09, 2022	BUY	$45.84 - $53.69 $14,302 - $16,751	312 Added 0.17%	188,084 $8.96 Million
Q1 2022 May 06, 2022	BUY	$50.66 - $56.06 $309,431 - $342,414	6,108 Added 3.36%	187,772 $10 Million
Q4 2021 Jan 31, 2022	SELL	$50.43 - $55.68 $21,180 - $23,385	-420 Reduced 0.23%	181,664 $10.1 Million
Q3 2021 Nov 15, 2021	BUY	$50.23 - $53.1 $218,952 - $231,462	4,359 Added 2.45%	182,084 $9.15 Million
Q2 2021 Aug 02, 2021	BUY	$48.57 - $51.16 $500,999 - $527,715	10,315 Added 6.16%	177,725 $8.95 Million
Q1 2021 May 07, 2021	BUY	$44.11 - $48.56 $1.41 Million - $1.55 Million	31,958 Added 23.59%	167,410 $8.08 Million
Q4 2020 Feb 04, 2021	BUY	$38.76 - $44.82 $28,178 - $32,584	727 Added 0.54%	135,452 $6.07 Million
Q3 2020 Nov 03, 2020	BUY	$37.36 - $41.95 $5.03 Million - $5.65 Million	134,725 New	134,725 $5.36 Million

Others Institutions Holding DGRO

# of Institutions

1,269

Shares Held

296M

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 Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Account

Legacy Financial Strategies, LLC Ishares Core Dividend Growth E Transaction History