Soa Wealth Advisors, Llc. Ishares Core Dividend Growth E Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 182,525 shares of DGRO stock, worth $11.2 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
182,525
Previous 182,525 -0.0%
Holding current value
$11.2 Million
Previous $11.4 Million -0.0%
% of portfolio
2.21%
Previous 2.21%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$57.47 - $62.76 $796,706 - $870,041
-13,863 Reduced 7.06%
182,525 $11.4 Million
Q2 2024

Jul 17, 2024
SELL
$55.23 - $58.55 $4.19 Million - $4.45 Million
-75,955 Reduced 27.89%
196,388 $11.3 Million
Q1 2024

Apr 10, 2024
SELL
$53.33 - $58.06 $466,850 - $508,257
-8,754 Reduced 3.11%
272,343 $15.8 Million
Q4 2023

Jan 10, 2024
SELL
$47.36 - $54.1 $552,833 - $631,509
-11,673 Reduced 3.99%
281,097 $15.1 Million
Q3 2023

Oct 10, 2023
SELL
$49.53 - $53.28 $1.09 Million - $1.18 Million
-22,092 Reduced 7.02%
292,770 $14.5 Million
Q2 2023

Jul 07, 2023
SELL
$49.08 - $51.53 $6.97 Million - $7.32 Million
-142,079 Reduced 31.09%
314,862 $16.2 Million
Q1 2023

Apr 28, 2023
BUY
$47.94 - $51.79 $15,532 - $16,779
324 Added 0.07%
456,941 $22.8 Million
Q4 2022

Jan 10, 2023
BUY
$44.53 - $52.33 $16.4 Million - $19.3 Million
368,876 Added 420.41%
456,617 $0
Q3 2022

Oct 07, 2022
BUY
$44.47 - $52.73 $277,181 - $328,666
6,233 Added 7.65%
87,741 $3.9 Million
Q2 2022

Jul 13, 2022
BUY
$45.84 - $53.69 $424,432 - $497,115
9,259 Added 12.82%
81,508 $3.88 Million
Q1 2022

Apr 07, 2022
BUY
$50.66 - $56.06 $9,676 - $10,707
191 Added 0.27%
72,249 $3.86 Million
Q4 2021

Jan 13, 2022
SELL
$50.43 - $55.68 $58,700 - $64,811
-1,164 Reduced 1.59%
72,058 $4 Million
Q3 2021

Oct 12, 2021
SELL
$50.23 - $53.1 $150,740 - $159,353
-3,001 Reduced 3.94%
73,222 $3.68 Million
Q2 2021

Jul 14, 2021
SELL
$48.57 - $51.16 $90,145 - $94,952
-1,856 Reduced 2.38%
76,223 $3.84 Million
Q1 2021

Apr 26, 2021
SELL
$44.11 - $48.56 $49,667 - $54,678
-1,126 Reduced 1.42%
78,079 $3.77 Million
Q4 2020

Mar 10, 2021
BUY
$38.76 - $44.82 $3.07 Million - $3.55 Million
79,205 New
79,205 $3.64 Million

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
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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