Kingswood Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 71,575 shares of DGRO stock, worth $4.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

71,575

Previous 45,674 56.71%

Holding current value

$4.9 Million

Previous $2.92 Billion 66.86%

% of portfolio

0.29%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$64.12 - $68.08 $1.66 Million - $1.76 Million	25,901 Added 56.71%	71,575 $4.87 Billion
Q2 2025 Jul 23, 2025	BUY	$55.22 - $63.94 $709,466 - $821,501	12,848 Added 39.14%	45,674 $2.92 Billion
Q1 2025 Jul 25, 2025	SELL	$60.46 - $64.42 $828,241 - $882,489	-13,699 Reduced 29.99%	31,975 $1.98 Billion
Q1 2025 Apr 21, 2025	SELL	$60.46 - $64.42 $14,631 - $15,589	-242 Reduced 0.73%	32,826 $2.03 Billion
Q4 2024 Jan 22, 2025	SELL	$60.73 - $64.94 $924,189 - $988,256	-15,218 Reduced 31.52%	33,068 $2.03 Billion

Q3 2024 Oct 21, 2024	BUY	$57.47 - $62.76 $1.34 Million - $1.46 Million	23,235 Added 92.75%	48,286 $3.03 Billion
Q2 2024 Jul 09, 2024	BUY	$55.23 - $58.55 $346,126 - $366,932	6,267 Added 33.36%	25,051 $1.44 Billion
Q1 2024 Apr 15, 2024	BUY	$53.33 - $58.06 $158,016 - $172,031	2,963 Added 18.73%	18,784 $1.09 Billion
Q4 2023 Jan 16, 2024	BUY	$47.36 - $54.1 $749,282 - $855,916	15,821 New	15,821 $851 Million

Others Institutions Holding DGRO

# of Institutions

1,322

Shares Held

310M

Call Options Held

1.58M

Put Options Held

24.2K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
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Kingswood Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History