Sheets Smith Wealth Management Ishares Core Dividend Growth E Transaction History

Sheets Smith Wealth Management

$832 Million
Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 87,705 shares of DGRO stock, worth $5.68 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

87,705

Previous 83,270 5.33%

Holding current value

$5.68 Million

Previous $5.14 Million 9.0%

% of portfolio

0.67%

Previous 0.65%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$55.22 - $63.94 $244,900 - $283,573	4,435 Added 5.33%	87,705 $5.61 Million
Q1 2025 Apr 23, 2025	BUY	$60.46 - $64.42 $396,133 - $422,079	6,552 Added 8.54%	83,270 $5.14 Million
Q4 2024 Jan 17, 2025	BUY	$60.73 - $64.94 $1.39 Million - $1.49 Million	22,960 Added 42.71%	76,718 $4.71 Million
Q3 2024 Nov 01, 2024	SELL	$57.47 - $62.76 $721,076 - $787,449	-12,547 Reduced 18.92%	53,758 $3.37 Million
Q2 2024 Jul 30, 2024	BUY	$55.23 - $58.55 $45,675 - $48,420	827 Added 1.26%	66,305 $3.82 Million
Q1 2024 May 08, 2024	BUY	$53.33 - $58.06 $3.23 Million - $3.52 Million	60,647 Added 1255.37%	65,478 $3.8 Million
Q1 2023 May 26, 2023	BUY	$47.94 - $51.79 $229,201 - $247,607	4,781 Added 9562.0%	4,831 $241,000
Q1 2023 May 12, 2023	SELL	$47.94 - $51.79 $229,201 - $247,607	-4,781 Reduced 98.97%	50 $2,000
Q1 2022 May 02, 2022	SELL	$50.66 - $56.06 $144,077 - $159,434	-2,844 Reduced 37.06%	4,831 $258,000
Q4 2021 Jan 20, 2022	SELL	$50.43 - $55.68 $64,046 - $70,713	-1,270 Reduced 14.2%	7,675 $427,000
Q3 2021 Oct 15, 2021	SELL	$50.23 - $53.1 $3,114 - $3,292	-62 Reduced 0.69%	8,945 $449,000
Q1 2021 Apr 23, 2021	BUY	$44.11 - $48.56 $8,248 - $9,080	187 Added 2.12%	9,007 $435,000
Q4 2020 Jan 13, 2021	SELL	$38.76 - $44.82 $4,845 - $5,602	-125 Reduced 1.4%	8,820 $395,000
Q3 2020 Oct 26, 2020	BUY	$37.36 - $41.95 $2,316 - $2,600	62 Added 0.7%	8,945 $356,000
Q1 2020 Apr 28, 2020	BUY	$27.99 - $43.13 $248,635 - $383,123	8,883 New	8,883 $289,000

Others Institutions Holding DGRO

# of Institutions

1,266

Shares Held

295M

Call Options Held

61.1K

Put Options Held

62.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Ishares Core Dividend Growth E Transaction History