Tandem Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History

Tandem Wealth Advisors LLC

$186 Million
Q1 2025

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 199,548 shares of DGRO stock, worth $13 Million. This represents 6.63% of its overall portfolio holdings.

Number of Shares

199,548

Previous 204,461 2.4%

Holding current value

$13 Million

Previous $12.5 Million 1.7%

% of portfolio

6.63%

Previous 6.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$60.46 - $64.42 $297,039 - $316,495	-4,913 Reduced 2.4%	199,548 $12.3 Million
Q4 2024 Feb 13, 2025	SELL	$60.73 - $64.94 $416,000 - $444,839	-6,850 Reduced 3.24%	204,461 $12.5 Million
Q3 2024 Nov 13, 2024	BUY	$57.47 - $62.76 $1.16 Million - $1.27 Million	20,213 Added 10.58%	211,311 $13.2 Million
Q2 2024 Aug 08, 2024	BUY	$55.23 - $58.55 $176,680 - $187,301	3,199 Added 1.7%	191,098 $11 Million
Q1 2024 May 09, 2024	BUY	$53.33 - $58.06 $1.13 Million - $1.23 Million	21,205 Added 12.72%	187,899 $10.9 Million
Q4 2023 Jan 17, 2024	BUY	$47.36 - $54.1 $7.89 Million - $9.02 Million	166,694 New	166,694 $8.97 Million
Q4 2022 Feb 23, 2023	BUY	$44.53 - $52.33 $32,774 - $38,514	736 New	736 $36.8 Million

Others Institutions Holding DGRO

# of Institutions

1,269

Shares Held

296M

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

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Tandem Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History