Sax Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,434 shares of DGRO stock, worth $508,708. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,434
Previous 8,128 8.54%
Holding current value
$508,708
Previous $519,000 2.5%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$64.12 - $68.08 $44,499 - $47,247
-694 Reduced 8.54%
7,434 $506,000
Q2 2025

Jul 23, 2025
SELL
$55.22 - $63.94 $8,117 - $9,399
-147 Reduced 1.78%
8,128 $519,000
Q1 2025

May 14, 2025
BUY
$60.46 - $64.42 $103,447 - $110,222
1,711 Added 26.07%
8,275 $511,000
Q4 2024

Jan 15, 2025
BUY
$60.73 - $64.94 $13,239 - $14,156
218 Added 3.44%
6,564 $402,000
Q3 2024

Oct 17, 2024
BUY
$57.47 - $62.76 $135,054 - $147,486
2,350 Added 58.81%
6,346 $397,000
Q2 2024

Jul 12, 2024
BUY
$55.23 - $58.55 $220,699 - $233,965
3,996 New
3,996 $230,000

Others Institutions Holding DGRO

# of Institutions
1,328
Shares Held
311M
Call Options Held
1.58M
Put Options Held
24.2K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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