Madison Wealth Partners, Inc Ishares Core Dividend Growth E Transaction History

Madison Wealth Partners, Inc

$357 Million
Q1 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 612,026 shares of DGRO stock, worth $36.4 Million. This represents 10.59% of its overall portfolio holdings.

Number of Shares

612,026

Previous 894,675 31.59%

Holding current value

$36.4 Million

Previous $54.9 Million 31.1%

% of portfolio

10.59%

Previous 15.92%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$60.46 - $64.42 $17.1 Million - $18.2 Million	-282,649 Reduced 31.59%	612,026 $37.8 Million
Q4 2024 Feb 10, 2025	BUY	$60.73 - $64.94 $3.07 Million - $3.28 Million	50,526 Added 5.99%	894,675 $54.9 Million
Q3 2024 Oct 24, 2024	BUY	$57.47 - $62.76 $2.38 Million - $2.59 Million	41,346 Added 5.15%	844,149 $52.9 Million
Q2 2024 Aug 09, 2024	BUY	$55.23 - $58.55 $997,011 - $1.06 Million	18,052 Added 2.3%	802,803 $46.2 Million
Q1 2024 Apr 29, 2024	BUY	$53.33 - $58.06 $792,590 - $862,887	14,862 Added 1.93%	784,751 $45.6 Million
Q4 2023 Feb 12, 2024	BUY	$47.36 - $54.1 $1.61 Million - $1.84 Million	34,040 Added 4.63%	769,889 $41.4 Million
Q3 2023 Nov 01, 2023	BUY	$49.53 - $53.28 $3.72 Million - $4 Million	75,101 Added 11.37%	735,849 $36.4 Million
Q2 2023 Jul 20, 2023	BUY	$49.08 - $51.53 $1.13 Million - $1.19 Million	23,095 Added 3.62%	660,748 $34 Million
Q1 2023 Apr 20, 2023	BUY	$47.94 - $51.79 $475,277 - $513,446	9,914 Added 1.58%	637,653 $31.9 Million
Q4 2022 Jan 24, 2023	BUY	$44.53 - $52.33 $2.92 Million - $3.44 Million	65,655 Added 11.68%	627,739 $0
Q3 2022 Oct 24, 2022	BUY	$44.47 - $52.73 $1.53 Million - $1.82 Million	34,493 Added 6.54%	562,084 $25 Million
Q2 2022 Jul 22, 2022	BUY	$45.84 - $53.69 $359,293 - $420,822	7,838 Added 1.51%	527,591 $25.1 Million
Q1 2022 May 02, 2022	BUY	$50.66 - $56.06 $1.06 Million - $1.17 Million	20,938 Added 4.2%	519,753 $27.8 Million
Q4 2021 Jan 19, 2022	BUY	$50.43 - $55.68 $1.29 Million - $1.43 Million	25,617 Added 5.41%	498,815 $27.7 Million
Q3 2021 Nov 09, 2021	BUY	$50.23 - $53.1 $1.51 Million - $1.6 Million	30,081 Added 6.79%	473,198 $23.8 Million
Q2 2021 Jul 19, 2021	SELL	$48.57 - $51.16 $3.17 Million - $3.34 Million	-65,357 Reduced 12.85%	443,117 $22.3 Million
Q1 2021 May 18, 2021	SELL	$44.11 - $48.56 $160,339 - $176,515	-3,635 Reduced 0.71%	508,474 $22.8 Million
Q4 2020 Feb 16, 2021	BUY	$38.76 - $44.82 $19.8 Million - $23 Million	512,109 New	512,109 $23 Million

Others Institutions Holding DGRO

# of Institutions

1,222

Shares Held

297M

Call Options Held

62.4K

Put Options Held

33.8K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Madison Wealth Partners, Inc Ishares Core Dividend Growth E Transaction History