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

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

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 147,201 shares of DGRO stock, worth $10 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
147,201
Previous 156,239 5.78%
Holding current value
$10 Million
Previous $9.99 Million 0.32%
% of portfolio
1.04%
Previous 1.11%

Shares

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

Oct 21, 2025
SELL
$64.12 - $68.08 $579,516 - $615,307
-9,038 Reduced 5.78%
147,201 $10 Million
Q2 2025

Jul 18, 2025
SELL
$55.22 - $63.94 $1.03 Million - $1.19 Million
-18,584 Reduced 10.63%
156,239 $9.99 Million
Q1 2025

Apr 14, 2025
SELL
$60.46 - $64.42 $146,252 - $155,831
-2,419 Reduced 1.36%
174,823 $10.7 Million
Q4 2024

Jan 28, 2025
SELL
$60.73 - $64.94 $320,836 - $343,078
-5,283 Reduced 2.89%
177,242 $10.9 Million
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
1,298
Shares Held
303M
Call Options Held
1.62M
Put Options Held
27.1K
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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email