Evermay Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Evermay Wealth Management LLC

$866 Million
Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 7,032 shares of DGRO stock, worth $481,199. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,032

Previous 6,795 3.49%

Holding current value

$481,199

Previous $434,000 10.14%

% of portfolio

0.06%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$64.12 - $68.08 $15,196 - $16,134	237 Added 3.49%	7,032 $478,000
Q4 2024 Jan 23, 2025	SELL	$60.73 - $64.94 $29,150 - $31,171	-480 Reduced 6.6%	6,795 $416,000
Q3 2024 Oct 25, 2024	BUY	$57.47 - $62.76 $12,126 - $13,242	211 Added 2.99%	7,275 $456,000
Q1 2024 May 13, 2024	BUY	$53.33 - $58.06 $83,194 - $90,573	1,560 Added 28.34%	7,064 $410,000
Q4 2023 Feb 09, 2024	BUY	$47.36 - $54.1 $4,025 - $4,598	85 Added 1.57%	5,504 $296,000

Q3 2023 Nov 13, 2023	BUY	$49.53 - $53.28 $8,915 - $9,590	180 Added 3.44%	5,419 $268,000
Q2 2023 Aug 10, 2023	SELL	$49.08 - $51.53 $36,810 - $38,647	-750 Reduced 12.52%	5,239 $269,000
Q1 2023 May 15, 2023	SELL	$47.94 - $51.79 $5,992 - $6,473	-125 Reduced 2.04%	5,989 $299,000
Q4 2022 Jan 19, 2023	SELL	$44.53 - $52.33 $158,170 - $185,876	-3,552 Reduced 36.75%	6,114 $0
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $106,861 - $126,710	2,403 Added 33.09%	9,666 $430,000
Q2 2022 Aug 15, 2022	SELL	$45.84 - $53.69 $63,167 - $73,984	-1,378 Reduced 15.95%	7,263 $346,000
Q1 2022 May 16, 2022	BUY	$50.66 - $56.06 $122,445 - $135,497	2,417 Added 38.83%	8,641 $462,000
Q4 2021 Feb 14, 2022	BUY	$50.43 - $55.68 $136,967 - $151,226	2,716 Added 77.42%	6,224 $346,000
Q3 2021 Nov 12, 2021	BUY	$50.23 - $53.1 $74,591 - $78,853	1,485 Added 73.41%	3,508 $176,000
Q2 2021 Aug 13, 2021	BUY	$48.57 - $51.16 $98,257 - $103,496	2,023 New	2,023 $102,000

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
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Evermay Wealth Management LLC Ishares Core Dividend Growth E Transaction History