West Wealth Group, LLC Ishares Core Dividend Growth E Transaction History

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, West Wealth Group, LLC holds 11,127 shares of DGRO stock, worth $744,730. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,127

Previous 13,335 16.56%

Holding current value

$744,730

Previous $823,000 13.61%

% of portfolio

0.19%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$55.22 - $63.94 $121,925 - $141,179	-2,208 Reduced 16.56%	11,127 $711,000
Q1 2025 May 05, 2025	BUY	$60.46 - $64.42 $135,793 - $144,687	2,246 Added 20.25%	13,335 $823,000
Q4 2024 Jan 22, 2025	SELL	$60.73 - $64.94 $15,061 - $16,105	-248 Reduced 2.19%	11,089 $680,000
Q3 2024 Oct 23, 2024	SELL	$57.47 - $62.76 $30,803 - $33,639	-536 Reduced 4.51%	11,337 $710,000
Q2 2024 Aug 01, 2024	SELL	$55.23 - $58.55 $68,540 - $72,660	-1,241 Reduced 9.46%	11,873 $684,000
Q1 2024 May 08, 2024	BUY	$53.33 - $58.06 $699,369 - $761,398	13,114 New	13,114 $761,000

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

Ticker DGRO
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Industry ETFs

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West Wealth Group, LLC Ishares Core Dividend Growth E Transaction History