Financial Perspectives, Inc Ishares Core Dividend Growth E Transaction History

Financial Perspectives, Inc

$371 Billion
Q4 2025

A detailed history of Financial Perspectives, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Financial Perspectives, Inc holds 69,403 shares of DGRO stock, worth $4.75 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

69,403

Previous 65,721 5.6%

Holding current value

$4.75 Million

Previous $4.47 Billion 7.68%

% of portfolio

1.3%

Previous 1.24%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$66.93 - $69.17 $246,436 - $254,683	3,682 Added 5.6%	69,403 $4.82 Billion
Q3 2025 Oct 22, 2025	BUY	$64.12 - $68.08 $229,421 - $243,590	3,578 Added 5.76%	65,721 $4.47 Billion
Q2 2025 Jul 29, 2025	BUY	$55.22 - $63.94 $345,456 - $400,008	6,256 Added 11.19%	62,143 $3.97 Billion
Q1 2025 Apr 18, 2025	BUY	$60.46 - $64.42 $256,773 - $273,591	4,247 Added 8.22%	55,887 $3.45 Billion
Q4 2024 Jan 31, 2025	BUY	$60.73 - $64.94 $74,454 - $79,616	1,226 Added 2.43%	51,640 $3.17 Billion

Q3 2024 Oct 17, 2024	BUY	$57.47 - $62.76 $170,628 - $186,334	2,969 Added 6.26%	50,414 $3.16 Billion
Q2 2024 Aug 09, 2024	BUY	$55.23 - $58.55 $63,072 - $66,864	1,142 Added 2.47%	47,445 $2.73 Billion
Q1 2024 Apr 19, 2024	BUY	$53.33 - $58.06 $164,256 - $178,824	3,080 Added 7.13%	46,303 $2.69 Billion
Q4 2023 Feb 01, 2024	BUY	$47.36 - $54.1 $174,095 - $198,871	3,676 Added 9.3%	43,223 $2.33 Billion
Q3 2023 Jan 09, 2024	BUY	$49.53 - $53.28 $150,373 - $161,758	3,036 Added 8.32%	39,547 $1.96 Billion
Q2 2023 Jan 09, 2024	BUY	$49.08 - $51.53 $33,178 - $34,834	676 Added 1.89%	36,511 $1.88 Billion
Q1 2023 Jan 09, 2024	BUY	$47.94 - $51.79 $219,804 - $237,457	4,585 Added 14.67%	35,835 $1.79 Billion
Q4 2022 Jan 09, 2024	BUY	$44.53 - $52.33 $568,336 - $667,887	12,763 Added 69.04%	31,250 $1.56 Billion
Q3 2022 Jan 09, 2024	BUY	$44.47 - $52.73 $334,458 - $396,582	7,521 Added 68.58%	18,487 $822 Million
Q2 2022 Jan 09, 2024	BUY	$45.84 - $53.69 $232,546 - $272,369	5,073 Added 86.09%	10,966 $522 Million
Q1 2022 Jan 09, 2024	BUY	$50.66 - $56.06 $94,075 - $104,103	1,857 Added 46.01%	5,893 $315 Million
Q4 2021 Jan 09, 2024	BUY	$50.43 - $55.68 $85,075 - $93,932	1,687 Added 71.82%	4,036 $224 Million
Q3 2021 Jan 09, 2024	BUY	$50.23 - $53.1 $19,288 - $20,390	384 Added 19.54%	2,349 $118 Million
Q2 2021 Jan 09, 2024	SELL	$48.57 - $51.16 $3 Million - $3.16 Million	-61,671 Reduced 96.91%	1,965 $99 Million
Q1 2021 Jan 09, 2024	BUY	$44.11 - $48.56 $2.77 Million - $3.05 Million	62,909 Added 8653.23%	63,636 $1.32 Million
Q4 2020 Jan 09, 2024	BUY	$38.76 - $44.82 $5,193 - $6,005	134 Added 22.6%	727 $32.6 Million
Q3 2020 Jan 09, 2024	BUY	$37.36 - $41.95 $1,120 - $1,258	30 Added 5.33%	593 $23.6 Million
Q2 2020 Jan 09, 2024	BUY	$31.16 - $40.84 $3,365 - $4,410	108 Added 23.74%	563 $21.2 Million
Q1 2020 Jan 09, 2024	BUY	$27.99 - $43.13 $1,007 - $1,552	36 Added 8.59%	455 $14.8 Million
Q4 2019 Jan 09, 2024	BUY	$37.88 - $42.2 $15,871 - $17,681	419 New	419 $17.6 Million

Others Institutions Holding DGRO

# of Institutions

1,337

Shares Held

312M

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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Financial Perspectives, Inc Ishares Core Dividend Growth E Transaction History