Ever Source Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 184,254 shares of DGRO stock, worth $11.7 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

184,254

Previous 179,671 2.55%

Holding current value

$11.7 Million

Previous $11.3 Million 0.35%

% of portfolio

0.68%

Previous 0.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$60.73 - $64.94 $278,325 - $297,620	4,583 Added 2.55%	184,254 $11.3 Million
Q3 2024 Nov 08, 2024	BUY	$57.47 - $62.76 $765,213 - $835,649	13,315 Added 8.0%	179,671 $11.3 Million
Q2 2024 Aug 13, 2024	BUY	$55.23 - $58.55 $871,584 - $923,977	15,781 Added 10.48%	166,356 $9.58 Million
Q1 2024 Jun 11, 2024	BUY	$53.33 - $58.06 $1.72 Million - $1.87 Million	32,242 Added 27.25%	150,575 $8.74 Million
Q4 2023 Feb 09, 2024	BUY	$47.36 - $54.1 $886,958 - $1.01 Million	18,728 Added 18.8%	118,333 $6.37 Million
Q3 2023 Nov 03, 2023	BUY	$49.53 - $53.28 $1.91 Million - $2.06 Million	38,598 Added 63.27%	99,605 $4.93 Million
Q2 2023 Aug 04, 2023	BUY	$49.08 - $51.53 $582,825 - $611,918	11,875 Added 24.17%	61,007 $3.14 Million
Q1 2023 May 11, 2023	BUY	$47.94 - $51.79 $804,529 - $869,139	16,782 Added 51.88%	49,132 $2.46 Million
Q4 2022 Feb 09, 2023	BUY	$44.53 - $52.33 $1.44 Million - $1.69 Million	32,350 New	32,350 $1.62 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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Ever Source Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History