Mosaic Financial Group, LLC Ishares Core Dividend Growth E Transaction History

Mosaic Financial Group, LLC

$139 Million
Q4 2024

A detailed history of Mosaic Financial Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 16,650 shares of DGRO stock, worth $1.05 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

16,650

Previous 16,638 0.07%

Holding current value

$1.05 Million

Previous $1.04 Million 2.11%

% of portfolio

0.73%

Previous 0.74%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$60.73 - $64.94 $728 - $779	12 Added 0.07%	16,650 $1.02 Million
Q3 2024 Nov 15, 2024	SELL	$57.47 - $62.76 $85,457 - $93,324	-1,487 Reduced 8.2%	16,638 $1.04 Million
Q2 2024 Aug 15, 2024	SELL	$55.23 - $58.55 $332,429 - $352,412	-6,019 Reduced 24.93%	18,125 $1.04 Million
Q1 2024 May 15, 2024	BUY	$53.33 - $58.06 $1.29 Million - $1.4 Million	24,144 New	24,144 $1.4 Million

Others Institutions Holding DGRO

# of Institutions

1,208

Shares Held

279M

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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Mosaic Financial Group, LLC Ishares Core Dividend Growth E Transaction History