U.S. Capital Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 53,952 shares of DGRO stock, worth $3.41 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

53,952

Previous 36,452 48.01%

Holding current value

$3.41 Million

Previous $2.29 Million 44.81%

% of portfolio

0.11%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$60.73 - $64.94 $1.06 Million - $1.14 Million	17,500 Added 48.01%	53,952 $3.31 Million
Q3 2024 Oct 22, 2024	BUY	$57.47 - $62.76 $2.09 Million - $2.29 Million	36,452 New	36,452 $2.29 Million
Q3 2023 Oct 19, 2023	SELL	$49.53 - $53.28 $17,335 - $18,648	-350 Reduced 6.23%	5,269 $260,000
Q2 2023 Aug 04, 2023	BUY	$49.08 - $51.53 $275,780 - $289,547	5,619 New	5,619 $289,000

Others Institutions Holding DGRO

# of Institutions

1,171

Shares Held

274M

Call Options Held

1.53M

Put Options Held

12.1K

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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

U.S. Capital Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History