Wealthspire Advisors, LLC Ishares Core Dividend Growth E Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 32,261 shares of DGRO stock, worth $2.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,261

Previous 32,245 0.05%

Holding current value

$2.05 Million

Previous $1.86 Million 8.89%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$57.47 - $62.76 $919 - $1,004	16 Added 0.05%	32,261 $2.02 Million
Q2 2024 Aug 08, 2024	SELL	$55.23 - $58.55 $96,597 - $102,403	-1,749 Reduced 5.15%	32,245 $1.86 Million
Q1 2024 May 06, 2024	SELL	$53.33 - $58.06 $78,341 - $85,290	-1,469 Reduced 4.14%	33,994 $1.97 Million
Q4 2023 Feb 06, 2024	SELL	$47.36 - $54.1 $122,946 - $140,443	-2,596 Reduced 6.82%	35,463 $1.91 Million
Q3 2023 Nov 06, 2023	SELL	$49.53 - $53.28 $62,308 - $67,026	-1,258 Reduced 3.2%	38,059 $1.89 Million
Q2 2023 Jul 31, 2023	SELL	$49.08 - $51.53 $39,754 - $41,739	-810 Reduced 2.02%	39,317 $2.03 Million
Q1 2023 May 09, 2023	SELL	$47.94 - $51.79 $85,572 - $92,445	-1,785 Reduced 4.26%	40,127 $2.01 Million
Q4 2022 Feb 13, 2023	SELL	$44.53 - $52.33 $46,845 - $55,051	-1,052 Reduced 2.45%	41,912 $2.1 Million
Q3 2022 Nov 14, 2022	SELL	$44.47 - $52.73 $96,633 - $114,582	-2,173 Reduced 4.81%	42,964 $1.91 Million
Q2 2022 Aug 09, 2022	BUY	$45.84 - $53.69 $676,735 - $792,625	14,763 Added 48.6%	45,137 $2.15 Million
Q1 2022 May 09, 2022	SELL	$50.66 - $56.06 $7,193 - $7,960	-142 Reduced 0.47%	30,374 $1.62 Million
Q3 2021 Nov 15, 2021	BUY	$50.23 - $53.1 $1.53 Million - $1.62 Million	30,516 New	30,516 $1.53 Million
Q2 2021 Aug 13, 2021	SELL	$48.57 - $51.16 $1.18 Million - $1.24 Million	-24,256 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$44.11 - $48.56 $1.07 Million - $1.18 Million	24,256 New	24,256 $1.17 Million

Others Institutions Holding DGRO

# of Institutions

1,149

Shares Held

272M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Wealthspire Advisors, LLC Ishares Core Dividend Growth E Transaction History