Balance Wealth, LLC Ishares Core Dividend Growth E Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Balance Wealth, LLC holds 4,555 shares of DGRO stock, worth $311,698. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,555
Previous 7,322 37.79%
Holding current value
$311,698
Previous $498 Million 36.57%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$66.93 - $69.17 $185,195 - $191,393
-2,767 Reduced 37.79%
4,555 $316 Million
Q3 2025

Oct 20, 2025
SELL
$64.12 - $68.08 $6,219 - $6,603
-97 Reduced 1.31%
7,322 $498 Million
Q2 2025

Aug 13, 2025
SELL
$55.22 - $63.94 $16,455 - $19,054
-298 Reduced 3.86%
7,419 $474 Million
Q1 2025

Apr 23, 2025
BUY
$60.46 - $64.42 $466,569 - $497,129
7,717 New
7,717 $477 Million

Others Institutions Holding DGRO

# of Institutions
1,339
Shares Held
312M
Call Options Held
1.58M
Put Options Held
24.2K
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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