Sanchez Wealth Management Group Ishares Core Dividend Growth E Transaction History

Sanchez Wealth Management Group

$386 Million
Q2 2025

A detailed history of Sanchez Wealth Management Group transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 6,017 shares of DGRO stock, worth $409,697. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,017

Previous 8,479 29.04%

Holding current value

$409,697

Previous $518,000 25.87%

% of portfolio

0.1%

Previous 0.15%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$55.22 - $63.94 $135,951 - $157,420	-2,462 Reduced 29.04%	6,017 $384,000
Q1 2025 Apr 16, 2025	SELL	$60.46 - $64.42 $29,202 - $31,114	-483 Reduced 5.39%	8,479 $518,000
Q4 2024 Jan 28, 2025	BUY	$60.73 - $64.94 $544,262 - $581,992	8,962 New	8,962 $549,000
Q3 2023 Oct 27, 2023	SELL	$49.53 - $53.28 $18,474 - $19,873	-373 Reduced 0.34%	108,382 $5.37 Million
Q2 2023 Aug 01, 2023	BUY	$49.08 - $51.53 $4,760 - $4,998	97 Added 0.09%	108,755 $5.6 Million
Q1 2023 May 04, 2023	SELL	$47.94 - $51.79 $67,978 - $73,438	-1,418 Reduced 1.29%	108,658 $5.43 Million
Q4 2022 Feb 08, 2023	SELL	$44.53 - $52.33 $2,315 - $2,721	-52 Reduced 0.05%	110,076 $5.5 Million
Q3 2022 Oct 13, 2022	SELL	$44.47 - $52.73 $149,641 - $177,436	-3,365 Reduced 2.96%	110,128 $4.9 Million
Q2 2022 Jul 13, 2022	SELL	$45.84 - $53.69 $18,427 - $21,583	-402 Reduced 0.35%	113,493 $5.41 Million
Q1 2022 Apr 19, 2022	BUY	$50.66 - $56.06 $12,411 - $13,734	245 Added 0.22%	113,895 $6.08 Million
Q4 2021 Feb 14, 2022	SELL	$50.43 - $55.68 $135,404 - $149,500	-2,685 Reduced 2.31%	113,650 $6.32 Million
Q3 2021 Oct 19, 2021	BUY	$50.23 - $53.1 $18,484 - $19,540	368 Added 0.32%	116,335 $5.85 Million
Q2 2021 Aug 09, 2021	BUY	$48.57 - $51.16 $16,562 - $17,445	341 Added 0.29%	115,967 $5.84 Million
Q1 2021 Apr 29, 2021	SELL	$44.11 - $48.56 $28,318 - $31,175	-642 Reduced 0.55%	115,626 $5.58 Million
Q4 2020 Feb 01, 2021	SELL	$38.76 - $44.82 $680,625 - $787,039	-17,560 Reduced 13.12%	116,268 $5.21 Million
Q3 2020 Nov 10, 2020	SELL	$37.36 - $41.95 $408,232 - $458,387	-10,927 Reduced 7.55%	133,828 $5.33 Million
Q2 2020 Aug 12, 2020	SELL	$31.16 - $40.84 $1,589 - $2,082	-51 Reduced 0.04%	144,755 $5.44 Million
Q1 2020 May 15, 2020	BUY	$27.99 - $43.13 $71,990 - $110,930	2,572 Added 1.81%	144,806 $4.72 Million
Q4 2019 Jan 21, 2020	BUY	$37.88 - $42.2 $5.39 Million - $6 Million	142,234 New	142,234 $5.98 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-175,358 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-1,349 Reduced 0.76%	175,358 $6.52 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,026 Added 1.16%	176,707 $6.06 Million
Q1 2018 May 14, 2018	BUY	N/A	1,815 Added 1.05%	174,681 $5.79 Million
Q4 2017 Feb 12, 2018	BUY	N/A	172,866	172,866 $6.14 Million

Others Institutions Holding DGRO

# of Institutions

1,293

Shares Held

303M

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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Sanchez Wealth Management Group Ishares Core Dividend Growth E Transaction History