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

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 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 8,128 shares of DGRO stock, worth $534,659. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,128
Previous 8,275 1.78%
Holding current value
$534,659
Previous $511,000 1.57%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,255
Shares Held
295M
Call Options Held
61.1K
Put Options Held
62.1K
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 Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email