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

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 19,859 shares of DGRO stock, worth $1.36 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

19,859

Previous 17,416 14.03%

Holding current value

$1.36 Million

Previous $1.11 Million 21.47%

% of portfolio

0.1%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$64.12 - $68.08 $156,645 - $166,319	2,443 Added 14.03%	19,859 $1.35 Million
Q2 2025 Aug 14, 2025	SELL	$55.22 - $63.94 $145,559 - $168,545	-2,636 Reduced 13.15%	17,416 $1.11 Million
Q1 2025 May 15, 2025	SELL	$60.46 - $64.42 $1,813 - $1,932	-30 Reduced 0.15%	20,052 $1.24 Million
Q4 2024 Feb 14, 2025	SELL	$60.73 - $64.94 $222,271 - $237,680	-3,660 Reduced 15.42%	20,082 $1.23 Million
Q3 2024 Nov 14, 2024	BUY	$57.47 - $62.76 $1.14 Million - $1.24 Million	19,829 Added 506.75%	23,742 $1.49 Million

Q3 2024 Nov 12, 2024	SELL	$57.47 - $62.76 $1.14 Million - $1.25 Million	-19,884 Reduced 83.56%	3,913 $245,000
Q2 2024 Aug 14, 2024	SELL	$55.23 - $58.55 $372,084 - $394,451	-6,737 Reduced 22.06%	23,797 $1.37 Million
Q1 2024 May 15, 2024	SELL	$53.33 - $58.06 $45,277 - $49,292	-849 Reduced 2.71%	30,534 $1.77 Million
Q4 2023 Feb 14, 2024	BUY	$47.36 - $54.1 $97,987 - $111,932	2,069 Added 7.06%	31,383 $1.69 Million
Q4 2022 Feb 14, 2023	SELL	$44.53 - $52.33 $240,595 - $282,738	-5,403 Reduced 15.56%	29,314 $1.47 Million
Q3 2022 Jan 25, 2023	BUY	$44.47 - $52.73 $1.54 Million - $1.83 Million	34,717 New	34,717 $1.54 Million

Others Institutions Holding DGRO

# of Institutions

1,322

Shares Held

310M

Call Options Held

1.58M

Put Options Held

24.2K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Icon Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History