Mowery & Schoenfeld Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$58.2 Billion
Q3 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 422 shares of DGRO stock, worth $28,733. This represents 0.05% of its overall portfolio holdings.

Number of Shares

422

Previous 422 -0.0%

Holding current value

$28,733

Previous $27 Million 6.47%

% of portfolio

0.05%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$60.46 - $64.42 $40,145 - $42,774	-664 Reduced 61.14%	422 $26.1 Million
Q4 2024 Feb 10, 2025	SELL	$60.73 - $64.94 $91,216 - $97,539	-1,502 Reduced 58.04%	1,086 $66.6 Million
Q3 2024 Oct 22, 2024	BUY	$57.47 - $62.76 $14,022 - $15,313	244 Added 10.41%	2,588 $162 Million
Q2 2024 Aug 14, 2024	BUY	$55.23 - $58.55 $76,327 - $80,916	1,382 Added 143.66%	2,344 $135 Million
Q1 2024 May 14, 2024	SELL	$53.33 - $58.06 $33,704 - $36,693	-632 Reduced 39.65%	962 $55.9 Million
Q4 2023 May 14, 2024	BUY	$47.36 - $54.1 $75,491 - $86,235	1,594 New	1,594 $85.8 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

Ticker DGRO
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Mowery & Schoenfeld Wealth Management, LLC Ishares Core Dividend Growth E Transaction History