Wealthcare Advisory Partners LLC Ishares Core Dividend Growth E Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 56,215 shares of DGRO stock, worth $3.6 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

56,215

Previous 55,063 2.09%

Holding current value

$3.6 Million

Previous $3.45 Million 0.09%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$60.73 - $64.94 $69,960 - $74,810	1,152 Added 2.09%	56,215 $3.45 Million
Q3 2024 Nov 04, 2024	BUY	$57.47 - $62.76 $1.23 Million - $1.34 Million	21,341 Added 63.29%	55,063 $3.45 Million
Q2 2024 Aug 09, 2024	BUY	$55.23 - $58.55 $350,268 - $371,324	6,342 Added 23.16%	33,722 $1.94 Million
Q1 2024 Apr 15, 2024	SELL	$53.33 - $58.06 $223,559 - $243,387	-4,192 Reduced 13.28%	27,380 $1.59 Million
Q4 2023 Feb 06, 2024	BUY	$47.36 - $54.1 $94,530 - $107,983	1,996 Added 6.75%	31,572 $1.7 Million
Q3 2023 Oct 12, 2023	SELL	$49.53 - $53.28 $230,661 - $248,124	-4,657 Reduced 13.6%	29,576 $1.46 Million
Q2 2023 Jul 17, 2023	SELL	$49.08 - $51.53 $275,289 - $289,031	-5,609 Reduced 14.08%	34,233 $1.76 Million
Q1 2023 May 04, 2023	BUY	$47.94 - $51.79 $330,210 - $356,729	6,888 Added 20.9%	39,842 $1.99 Million
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.33 $393,288 - $462,178	8,832 Added 36.61%	32,954 $1.65 Million
Q3 2022 Nov 14, 2022	SELL	$44.47 - $52.73 $116,644 - $138,310	-2,623 Reduced 9.81%	24,122 $1.07 Million
Q2 2022 Aug 15, 2022	SELL	$45.84 - $53.69 $265,963 - $311,509	-5,802 Reduced 17.83%	26,745 $1.27 Million
Q1 2022 Apr 15, 2022	SELL	$50.66 - $56.06 $709,594 - $785,232	-14,007 Reduced 30.09%	32,547 $1.74 Million
Q4 2021 Feb 11, 2022	BUY	$50.43 - $55.68 $427,091 - $471,553	8,469 Added 22.24%	46,554 $0
Q3 2021 Nov 15, 2021	SELL	$50.23 - $53.1 $81,171 - $85,809	-1,616 Reduced 4.07%	38,085 $1.91 Million
Q2 2021 Aug 16, 2021	BUY	$48.57 - $51.16 $215,407 - $226,894	4,435 Added 12.58%	39,701 $2 Million
Q1 2021 Apr 30, 2021	BUY	$44.11 - $48.56 $715,199 - $787,351	16,214 Added 85.1%	35,266 $1.7 Million
Q4 2020 Feb 12, 2021	BUY	$38.76 - $44.82 $450,468 - $520,898	11,622 Added 156.42%	19,052 $854,000
Q3 2020 Oct 29, 2020	BUY	$37.36 - $41.95 $277,584 - $311,688	7,430 New	7,430 $296,000
Q2 2020 Jul 29, 2020	SELL	$31.16 - $40.84 $62,475 - $81,884	-2,005 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$27.99 - $43.13 $56,119 - $86,475	2,005 New	2,005 $65,000

Others Institutions Holding DGRO

# of Institutions

1,208

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Wealthcare Advisory Partners LLC Ishares Core Dividend Growth E Transaction History