Atria Wealth Solutions, Inc. Ishares Core Dividend Growth E Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 425,713 shares of DGRO stock, worth $27 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

425,713

Previous 454,501 6.33%

Holding current value

$27 Million

Previous $28.5 Million 8.35%

% of portfolio

0.3%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$60.73 - $64.94 $1.75 Million - $1.87 Million	-28,788 Reduced 6.33%	425,713 $26.1 Million
Q3 2024 Nov 08, 2024	BUY	$57.47 - $62.76 $1.15 Million - $1.26 Million	20,045 Added 4.61%	454,501 $28.5 Million
Q2 2024 Jul 22, 2024	BUY	$55.23 - $58.55 $3.66 Million - $3.88 Million	66,330 Added 18.02%	434,456 $25 Million
Q1 2024 May 13, 2024	BUY	$53.33 - $58.06 $248,677 - $270,733	4,663 Added 1.28%	368,126 $21.4 Million
Q4 2023 Feb 02, 2024	BUY	$47.36 - $54.1 $943,932 - $1.08 Million	19,931 Added 5.8%	363,463 $19.6 Million
Q3 2023 Nov 08, 2023	BUY	$49.53 - $53.28 $203,370 - $218,767	4,106 Added 1.21%	343,532 $17 Million
Q2 2023 Aug 03, 2023	SELL	$49.08 - $51.53 $4.77 Million - $5.01 Million	-97,238 Reduced 22.27%	339,426 $17.5 Million
Q1 2023 Aug 22, 2023	BUY	$47.94 - $51.79 $2.47 Million - $2.67 Million	51,582 Added 15.2%	391,008 $19.5 Million
Q1 2023 Jun 14, 2023	BUY	$47.94 - $51.79 $2.19 Million - $2.36 Million	45,656 Added 11.68%	436,664 $21.8 Million
Q1 2023 May 10, 2023	SELL	$47.94 - $51.79 $2.19 Million - $2.36 Million	-45,656 Reduced 10.46%	391,008 $19.5 Million
Q4 2022 Aug 30, 2023	BUY	$44.53 - $52.33 $4.33 Million - $5.09 Million	97,238 Added 28.65%	436,664 $21.8 Million
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.33 $1.07 Million - $1.26 Million	24,080 Added 5.84%	436,664 $21.8 Million
Q3 2022 Feb 13, 2023	SELL	$44.47 - $52.73 $5.11 Million - $6.05 Million	-114,799 Reduced 21.77%	412,584 $0
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $3.01 Million - $3.57 Million	67,618 Added 14.71%	527,383 $24.2 Million
Q2 2022 Aug 15, 2022	BUY	$45.84 - $53.69 $3.17 Million - $3.71 Million	69,171 Added 17.71%	459,765 $21.9 Million
Q1 2022 May 16, 2022	BUY	$50.66 - $56.06 $19.8 Million - $21.9 Million	390,594 New	390,594 $20.9 Million

Others Institutions Holding DGRO

# of Institutions

1,207

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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Atria Wealth Solutions, Inc. Ishares Core Dividend Growth E Transaction History