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 $2.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,261

Previous 32,245 0.05%

Holding current value

$2.01 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

1,116

Shares Held

269M

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Ishares Core Dividend Growth E Transaction History