A detailed history of Copia Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Copia Wealth Management holds 978 shares of DGRO stock, worth $66,924. This represents 0.05% of its overall portfolio holdings.

Number of Shares
978
Previous 983 0.51%
Holding current value
$66,924
Previous $62.9 Million 5.93%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

SELL
$64.12 - $68.08 $320 - $340
-5 Reduced 0.51%
978 $66.6 Million
Q2 2025

Jul 28, 2025

SELL
$55.22 - $63.94 $43,734 - $50,640
-792 Reduced 44.62%
983 $62.9 Million
Q1 2025

Apr 17, 2025

SELL
$60.46 - $64.42 $23,579 - $25,123
-390 Reduced 18.01%
1,775 $110 Million
Q4 2024

Mar 06, 2025

BUY
$60.73 - $64.94 $131,480 - $140,595
2,165 New
2,165 $133 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.