Wells Financial Advisors Inc Ishares Core Dividend Growth E Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 20,321 shares of DGRO stock, worth $1.3 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

20,321

Previous 20,036 1.42%

Holding current value

$1.3 Million

Previous $1.26 Million 0.8%

% of portfolio

1.72%

Previous 1.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$60.73 - $64.94 $17,308 - $18,507	285 Added 1.42%	20,321 $1.25 Million
Q2 2024 Aug 09, 2024	SELL	$55.23 - $58.55 $13,807 - $14,637	-250 Reduced 1.23%	20,036 $1.15 Million
Q4 2023 Feb 12, 2024	SELL	$47.36 - $54.1 $25,574 - $29,214	-540 Reduced 2.59%	20,286 $1.09 Million
Q3 2023 Oct 10, 2023	BUY	$49.53 - $53.28 $14,611 - $15,717	295 Added 1.44%	20,826 $1.03 Million
Q2 2023 Aug 07, 2023	SELL	$49.08 - $51.53 $4,908 - $5,153	-100 Reduced 0.48%	20,531 $1.06 Million
Q4 2022 Feb 03, 2023	SELL	$44.53 - $52.33 $7.76 Million - $9.12 Million	-174,270 Reduced 89.41%	20,631 $1.03 Million
Q3 2022 Nov 09, 2022	BUY	$44.47 - $52.73 $83,781 - $99,343	1,884 Added 0.98%	194,901 $8.67 Million
Q2 2022 Aug 10, 2022	BUY	$45.84 - $53.69 $144,854 - $169,660	3,160 Added 1.66%	193,017 $9.2 Million
Q1 2022 Apr 25, 2022	BUY	$50.66 - $56.06 $264,445 - $292,633	5,220 Added 2.83%	189,857 $10.1 Million
Q4 2021 Feb 11, 2022	BUY	$50.43 - $55.68 $294,410 - $325,059	5,838 Added 3.27%	184,637 $10.3 Million
Q3 2021 Nov 10, 2021	BUY	$50.23 - $53.1 $32,096 - $33,930	639 Added 0.36%	178,799 $8.98 Million
Q2 2021 Aug 02, 2021	SELL	$48.57 - $51.16 $26,519 - $27,933	-546 Reduced 0.31%	178,160 $8.97 Million
Q1 2021 May 12, 2021	SELL	$44.11 - $48.56 $1.09 Million - $1.2 Million	-24,662 Reduced 12.13%	178,706 $8.63 Million
Q4 2020 Feb 11, 2021	BUY	$38.76 - $44.82 $7.88 Million - $9.11 Million	203,368 New	203,368 $9.12 Million

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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Wells Financial Advisors Inc Ishares Core Dividend Growth E Transaction History