Gratus Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Gratus Wealth Advisors, LLC

$625 Billion
Q4 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,199,535 shares of DGRO stock, worth $75.6 Million. This represents 11.77% of its overall portfolio holdings.

Number of Shares

1,199,535

Previous 1,121,862 6.92%

Holding current value

$75.6 Million

Previous $69.8 Billion 5.46%

% of portfolio

11.77%

Previous 11.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$60.73 - $64.94 $4.72 Million - $5.04 Million	77,673 Added 6.92%	1,199,535 $73.6 Billion
Q3 2024 Oct 08, 2024	BUY	$57.47 - $62.76 $12.8 Million - $14 Million	223,301 Added 24.85%	1,121,862 $69.8 Billion
Q2 2024 Jul 22, 2024	SELL	$55.23 - $58.55 $174,692 - $185,193	-3,163 Reduced 0.35%	898,561 $53.3 Billion
Q1 2024 May 09, 2024	SELL	$53.33 - $58.06 $6.08 Million - $6.62 Million	-113,965 Reduced 11.22%	901,724 $49.9 Billion
Q4 2023 May 09, 2024	BUY	$47.36 - $54.1 $48.1 Million - $54.9 Million	1,015,689 New	1,015,689 $54.7 Billion

Others Institutions Holding DGRO

# of Institutions

1,212

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

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Gratus Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History