West Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,098 shares of DGRO stock, worth $73,489. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,098
Previous 1,098 -0.0%
Holding current value
$73,489
Previous $70,000 5.71%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$60.46 - $64.42 $32,648 - $34,786
-540 Reduced 32.97%
1,098 $67,000
Q4 2024

Jan 14, 2025
SELL
$60.73 - $64.94 $5,101 - $5,454
-84 Reduced 4.88%
1,638 $100,000
Q2 2024

Jul 15, 2024
SELL
$55.23 - $58.55 $9,554 - $10,129
-173 Reduced 9.13%
1,722 $99,000
Q4 2021

Jan 19, 2022
BUY
$50.43 - $55.68 $93,043 - $102,729
1,845 Added 3690.0%
1,895 $105,000
Q1 2021

Apr 20, 2021
BUY
$44.11 - $48.56 $2,205 - $2,428
50 New
50 $2,000

Others Institutions Holding DGRO

# of Institutions
1,287
Shares Held
305M
Call Options Held
1.62M
Put Options Held
27.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

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