United Capital Financial Advisers, LLC Ishares Core Dividend Growth E Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 85,991 shares of DGRO stock, worth $5.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
85,991
Previous 90,593 5.08%
Holding current value
$5.88 Million
Previous $5.79 Million 1.07%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 14, 2025
SELL
$64.12 - $68.08 $295,080 - $313,304
-4,602 Reduced 5.08%
85,991 $5.85 Million
Q2 2025

Aug 11, 2025
SELL
$55.22 - $63.94 $188,134 - $217,843
-3,407 Reduced 3.62%
90,593 $5.79 Million
Q1 2025

May 13, 2025
SELL
$60.46 - $64.42 $37,787 - $40,262
-625 Reduced 0.66%
94,000 $5.81 Million
Q4 2024

Feb 13, 2025
SELL
$60.73 - $64.94 $32,004 - $34,223
-527 Reduced 0.55%
94,625 $5.8 Million
Q3 2024

Nov 12, 2024
SELL
$57.47 - $62.76 $133,962 - $146,293
-2,331 Reduced 2.39%
95,152 $5.97 Million
Q2 2024

Aug 14, 2024
SELL
$55.23 - $58.55 $610,457 - $647,153
-11,053 Reduced 10.18%
97,483 $5.62 Million
Q1 2024

May 15, 2024
SELL
$53.33 - $58.06 $2.14 Million - $2.33 Million
-40,086 Reduced 26.97%
108,536 $6.3 Million
Q4 2023

Feb 14, 2024
SELL
$47.36 - $54.1 $15.5 Million - $17.7 Million
-327,885 Reduced 68.81%
148,622 $8 Million
Q3 2023

Nov 14, 2023
BUY
$49.53 - $53.28 $20.9 Million - $22.5 Million
422,195 Added 777.35%
476,507 $23.6 Million
Q2 2023

Aug 14, 2023
BUY
$49.08 - $51.53 $627,585 - $658,914
12,787 Added 30.79%
54,312 $2.8 Million
Q1 2023

Aug 14, 2023
SELL
$47.94 - $51.79 $613,008 - $662,238
-12,787 Reduced 23.54%
41,525 $2.08 Million
Q1 2023

May 15, 2023
BUY
$47.94 - $51.79 $87,442 - $94,464
1,824 Added 4.59%
41,525 $2.08 Million
Q4 2022

Feb 14, 2023
BUY
$44.53 - $52.33 $213,565 - $250,974
4,796 Added 13.74%
39,701 $1.99 Million
Q3 2022

Nov 14, 2022
SELL
$44.47 - $52.73 $213,233 - $252,840
-4,795 Reduced 12.08%
34,905 $1.55 Million
Q2 2022

Aug 11, 2022
BUY
$45.84 - $53.69 $200,733 - $235,108
4,379 Added 12.4%
39,700 $1.89 Million
Q1 2022

May 16, 2022
SELL
$50.66 - $56.06 $633,908 - $701,478
-12,513 Reduced 26.16%
35,321 $1.89 Million
Q4 2021

Feb 14, 2022
SELL
$50.43 - $55.68 $592,602 - $654,295
-11,751 Reduced 19.72%
47,834 $2.66 Million
Q3 2021

Nov 15, 2021
SELL
$50.23 - $53.1 $717,083 - $758,055
-14,276 Reduced 19.33%
59,585 $2.99 Million
Q2 2021

Aug 13, 2021
BUY
$48.57 - $51.16 $2.7 Million - $2.84 Million
55,510 Added 302.49%
73,861 $3.72 Million
Q1 2021

May 14, 2021
BUY
$44.11 - $48.56 $68,370 - $75,268
1,550 Added 9.23%
18,351 $886,000
Q4 2020

Feb 17, 2021
SELL
$38.76 - $44.82 $65,310 - $75,521
-1,685 Reduced 9.12%
16,801 $753,000
Q3 2020

Nov 13, 2020
BUY
$37.36 - $41.95 $38,144 - $42,830
1,021 Added 5.85%
18,486 $736,000
Q2 2020

Aug 13, 2020
SELL
$31.16 - $40.84 $26,797 - $35,122
-860 Reduced 4.69%
17,465 $657,000
Q1 2020

May 15, 2020
BUY
$27.99 - $43.13 $25,638 - $39,507
916 Added 5.26%
18,325 $597,000
Q4 2019

Feb 14, 2020
SELL
$37.88 - $42.2 $22,084 - $24,602
-583 Reduced 3.24%
17,409 $732,000
Q3 2019

Nov 14, 2019
BUY
$38.89 - $39.54 $68,874 - $70,025
1,771 Added 10.92%
17,992 $704,000
Q2 2019

Aug 13, 2019
BUY
N/A
1,453 Added 9.84%
16,221 $620,000
Q1 2019

May 14, 2019
BUY
N/A
161 Added 1.1%
14,768 $543,000
Q4 2018

Feb 14, 2019
BUY
N/A
991 Added 7.28%
14,607 $485,000
Q3 2018

Nov 14, 2018
SELL
N/A
-700 Reduced 4.89%
13,616 $505,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,877 Added 37.14%
14,316 $491,000
Q4 2017

Feb 13, 2018
BUY
N/A
85 Added 0.82%
10,439 $363,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,052 Added 11.31%
10,354 $336,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,302
9,302 $291,000

Others Institutions Holding DGRO

# of Institutions
1,323
Shares Held
310M
Call Options Held
1.58M
Put Options Held
24.2K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
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