Sage View Advisory Group, LLC Ishares Core Dividend Growth E Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,677 shares of DGRO stock, worth $601,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,677

Previous 11,739 17.57%

Holding current value

$601,038

Previous $720 Million 16.97%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$60.46 - $64.42 $124,668 - $132,834	-2,062 Reduced 17.57%	9,677 $598 Million
Q4 2024 Feb 13, 2025	SELL	$60.73 - $64.94 $216,138 - $231,121	-3,559 Reduced 23.26%	11,739 $720 Million
Q3 2024 Nov 14, 2024	SELL	$57.47 - $62.76 $290,338 - $317,063	-5,052 Reduced 24.83%	15,298 $959 Million
Q2 2024 Aug 14, 2024	BUY	$55.23 - $58.55 $1.12 Million - $1.19 Million	20,350 New	20,350 $1.17 Billion
Q4 2023 Feb 09, 2024	SELL	$47.36 - $54.1 $137,486 - $157,052	-2,903 Reduced 9.77%	26,815 $1.48 Billion
Q3 2023 Nov 02, 2023	SELL	$49.53 - $53.28 $9,658 - $10,389	-195 Reduced 0.65%	29,718 $1.47 Billion
Q2 2023 Aug 11, 2023	BUY	$49.08 - $51.53 $137,767 - $144,644	2,807 Added 10.36%	29,913 $1.54 Billion
Q1 2023 May 01, 2023	BUY	$47.94 - $51.79 $210,936 - $227,876	4,400 Added 19.38%	27,106 $1.36 Billion
Q4 2022 Feb 14, 2023	BUY	$44.53 - $52.33 $1.01 Million - $1.19 Million	22,706 New	22,706 $1.14 Billion

Others Institutions Holding DGRO

# of Institutions

1,239

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Sage View Advisory Group, LLC Ishares Core Dividend Growth E Transaction History