Rooted Wealth Advisors, Inc. Ishares Core Dividend Growth E Transaction History

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 142,546 shares of DGRO stock, worth $8.83 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
142,546
Previous 130,557 9.18%
Holding current value
$8.83 Million
Previous $7.5 Million 13.52%
% of portfolio
3.76%
Previous 3.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$55.23 - $58.55 $662,152 - $701,955
11,989 Added 9.18%
142,546 $8.51 Million
Q1 2024

Apr 17, 2024
BUY
$53.33 - $58.06 $155,563 - $169,361
2,917 Added 2.29%
130,557 $7.5 Million
Q4 2023

Feb 07, 2024
BUY
$47.36 - $54.1 $875,260 - $999,822
18,481 Added 16.93%
127,640 $7.01 Million
Q3 2023

Nov 21, 2023
BUY
$49.53 - $53.28 $4.59 Million - $4.93 Million
92,623 Added 560.13%
109,159 $5.56 Million
Q2 2023

Aug 03, 2023
BUY
$49.08 - $51.53 $811,586 - $852,100
16,536 New
16,536 $851,000

Others Institutions Holding DGRO

# of Institutions
1,081
Shares Held
263M
Call Options Held
306K
Put Options Held
156K
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 Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email