Advocacy Wealth Management Services, LLC Ishares Core Dividend Growth E Transaction History

Advocacy Wealth Management Services, LLC

$1.11 Billion
Q2 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 24,971 shares of DGRO stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

24,971

Previous 32,224 22.51%

Holding current value

$1.56 Million

Previous $1.87 Million 23.1%

% of portfolio

0.13%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$55.23 - $58.55 $400,583 - $424,663	-7,253 Reduced 22.51%	24,971 $1.44 Million
Q1 2024 Apr 15, 2024	SELL	$53.33 - $58.06 $8.16 Million - $8.88 Million	-152,981 Reduced 82.6%	32,224 $1.87 Million
Q4 2023 Jan 23, 2024	SELL	$47.36 - $54.1 $44.9 Million - $51.2 Million	-947,319 Reduced 83.65%	185,205 $9.97 Million
Q3 2023 Oct 26, 2023	BUY	$49.53 - $53.28 $2.03 Million - $2.19 Million	41,083 Added 3.76%	1,132,524 $56.1 Million
Q2 2023 Jul 20, 2023	BUY	$49.08 - $51.53 $2.2 Million - $2.3 Million	44,723 Added 4.27%	1,091,441 $56.2 Million
Q1 2023 Apr 14, 2023	BUY	$47.94 - $51.79 $50.2 Million - $54.2 Million	1,046,718 New	1,046,718 $52.3 Million
Q3 2020 Oct 02, 2020	SELL	$37.36 - $41.95 $11,469 - $12,878	-307 Reduced 58.14%	221 $9,000
Q4 2019 Jan 06, 2020	SELL	$37.88 - $42.2 $719 - $801	-19 Reduced 3.47%	528 $22,000
Q3 2019 Oct 02, 2019	BUY	$38.89 - $39.54 $21,272 - $21,628	547 New	547 $21,000

Others Institutions Holding DGRO

# of Institutions

1,078

Shares Held

263M

Call Options Held

306K

Put Options Held

156K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Advocacy Wealth Management Services, LLC Ishares Core Dividend Growth E Transaction History