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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,706 shares of DGRO stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,706
Previous 11,785 24.79%
Holding current value
$1 Million
Previous $728,000 29.12%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$55.22 - $63.94 $161,297 - $186,768
2,921 Added 24.79%
14,706 $940,000
Q1 2025

May 15, 2025
SELL
$60.46 - $64.42 $12,757 - $13,592
-211 Reduced 1.76%
11,785 $728 Million
Q4 2024

May 30, 2025
SELL
$60.73 - $64.94 $88,179 - $94,292
-1,452 Reduced 12.32%
10,333 $633,000
Q4 2024

May 29, 2025
SELL
$60.73 - $64.94 $88,179 - $94,292
-1,452 Reduced 12.32%
10,333 $633,000
Q4 2024

Feb 11, 2025
BUY
$60.73 - $64.94 $728,517 - $779,020
11,996 New
11,996 $762 Million

Others Institutions Holding DGRO

# of Institutions
1,304
Shares Held
306M
Call Options Held
1.62M
Put Options Held
27.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email