Sound View Wealth Advisors Group, LLC Ishares Core Dividend Growth E Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 156,298 shares of DGRO stock, worth $9.71 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

156,298

Previous 172,195 9.23%

Holding current value

$9.71 Million

Previous $10.6 Million 8.58%

% of portfolio

0.8%

Previous 0.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$60.46 - $64.42 $961,132 - $1.02 Million	-15,897 Reduced 9.23%	156,298 $9.66 Million
Q4 2024 Feb 07, 2025	SELL	$60.73 - $64.94 $126,804 - $135,594	-2,088 Reduced 1.2%	172,195 $10.6 Million
Q3 2024 Nov 12, 2024	BUY	$57.47 - $62.76 $905,095 - $988,407	15,749 Added 9.93%	174,283 $10.9 Million
Q2 2024 Aug 05, 2024	SELL	$55.23 - $58.55 $1.35 Million - $1.43 Million	-24,410 Reduced 13.34%	158,534 $9.13 Million
Q1 2024 May 09, 2024	SELL	$53.33 - $58.06 $1.16 Million - $1.26 Million	-21,717 Reduced 10.61%	182,944 $10.6 Million
Q4 2023 Feb 08, 2024	BUY	$47.36 - $54.1 $267,441 - $305,502	5,647 Added 2.84%	204,661 $11 Million
Q3 2023 Nov 07, 2023	BUY	$49.53 - $53.28 $536,954 - $577,608	10,841 Added 5.76%	199,014 $9.86 Million
Q2 2023 Aug 08, 2023	BUY	$49.08 - $51.53 $2,552 - $2,679	52 Added 0.03%	188,173 $9.7 Million
Q1 2023 May 12, 2023	BUY	$47.94 - $51.79 $2.56 Million - $2.77 Million	53,425 Added 39.66%	188,121 $9.4 Million
Q4 2022 Feb 08, 2023	SELL	$44.53 - $52.33 $18,346 - $21,559	-412 Reduced 0.3%	134,696 $6.73 Million
Q3 2022 Nov 08, 2022	SELL	$44.47 - $52.73 $205,629 - $243,823	-4,624 Reduced 3.31%	135,108 $6.01 Million
Q2 2022 Aug 05, 2022	BUY	$45.84 - $53.69 $595 - $697	13 Added 0.01%	139,732 $6.66 Million
Q1 2022 May 11, 2022	BUY	$50.66 - $56.06 $48,430 - $53,593	956 Added 0.69%	139,719 $7.46 Million
Q4 2021 Jan 20, 2022	BUY	$50.43 - $55.68 $646,613 - $713,928	12,822 Added 10.18%	138,763 $7.71 Million
Q3 2021 Oct 21, 2021	SELL	$50.23 - $53.1 $138,986 - $146,927	-2,767 Reduced 2.15%	125,941 $6.33 Million
Q2 2021 Jul 21, 2021	BUY	$48.57 - $51.16 $3.23 Million - $3.41 Million	66,589 Added 107.2%	128,708 $6.48 Million
Q1 2021 Apr 28, 2021	SELL	$44.11 - $48.56 $11,645 - $12,819	-264 Reduced 0.42%	62,119 $3 Million
Q4 2020 Feb 02, 2021	BUY	$38.76 - $44.82 $2.42 Million - $2.8 Million	62,383 New	62,383 $2.8 Million

Others Institutions Holding DGRO

# of Institutions

1,239

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Sound View Wealth Advisors Group, LLC Ishares Core Dividend Growth E Transaction History