National Wealth Management Group, LLC Ishares Core Dividend Growth E Transaction History

National Wealth Management Group, LLC

$178 Billion
Q2 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,416 shares of DGRO stock, worth $436,865. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,416

Previous 6,382 0.53%

Holding current value

$436,865

Previous $394 Million 4.04%

% of portfolio

0.23%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	BUY	$55.22 - $63.94 $1,877 - $2,173	34 Added 0.53%	6,416 $410 Million
Q1 2025 May 15, 2025	BUY	$60.46 - $64.42 $4,715 - $5,024	78 Added 1.24%	6,382 $394 Million
Q4 2024 Feb 12, 2025	SELL	$60.73 - $64.94 $15,303 - $16,364	-252 Reduced 3.84%	6,304 $387 Million
Q3 2024 Nov 13, 2024	BUY	$57.47 - $62.76 $21,034 - $22,970	366 Added 5.91%	6,556 $411 Million
Q2 2024 Aug 09, 2024	SELL	$55.23 - $58.55 $1,712 - $1,815	-31 Reduced 0.5%	6,190 $357 Million
Q1 2024 May 17, 2024	SELL	$53.33 - $58.06 $10,079 - $10,973	-189 Reduced 2.95%	6,221 $361 Million
Q4 2023 Feb 01, 2024	BUY	$47.36 - $54.1 $303,577 - $346,781	6,410 New	6,410 $345 Million
Q2 2023 Aug 09, 2023	SELL	$49.08 - $51.53 $16,392 - $17,211	-334 Reduced 7.69%	4,011 $210 Million
Q1 2023 May 15, 2023	BUY	$47.94 - $51.79 $208,299 - $225,027	4,345 New	4,345 $216 Million
Q4 2022 Nov 17, 2023	SELL	$44.53 - $52.33 $5,833 - $6,855	-131 Reduced 1.42%	9,088 $454 Million
Q3 2022 Nov 17, 2023	BUY	$44.47 - $52.73 $409,968 - $486,117	9,219 New	9,219 $410 Million

Others Institutions Holding DGRO

# of Institutions

1,297

Shares Held

303M

Call Options Held

1.62M

Put Options Held

27.1K

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Ishares Core Dividend Growth E Transaction History