Jackson Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 226,440 shares of DGRO stock, worth $15.5 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
226,440
Previous 221,458 2.25%
Holding current value
$15.5 Million
Previous $14.2 Million 8.24%
% of portfolio
2.11%
Previous 2.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$64.12 - $68.08 $319,445 - $339,174
4,982 Added 2.25%
226,440 $15.3 Million
Q2 2025

Jul 21, 2025
SELL
$55.22 - $63.94 $198,626 - $229,992
-3,597 Reduced 1.6%
221,458 $14.2 Million
Q1 2025

Apr 29, 2025
BUY
$60.46 - $64.42 $284,464 - $303,096
4,705 Added 2.14%
225,055 $13.9 Million
Q4 2024

Jan 27, 2025
BUY
$60.73 - $64.94 $349,804 - $374,054
5,760 Added 2.68%
220,350 $13.5 Million
Q3 2024

Oct 22, 2024
BUY
$57.47 - $62.76 $4.69 Million - $5.12 Million
81,587 Added 61.34%
214,590 $13.5 Million
Q2 2024

Jul 01, 2024
SELL
$55.23 - $58.55 $3.53 Million - $3.74 Million
-63,884 Reduced 32.45%
133,003 $7.66 Million
Q1 2024

Jun 11, 2024
BUY
$53.33 - $58.06 $843,840 - $918,683
15,823 Added 8.74%
196,887 $11.4 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $54.1 $397,350 - $453,899
8,390 Added 4.86%
181,064 $9.74 Million
Q3 2023

Nov 14, 2023
BUY
$49.53 - $53.28 $403,867 - $434,445
8,154 Added 4.96%
172,674 $8.55 Million
Q2 2023

Aug 02, 2023
BUY
$49.08 - $51.53 $8.07 Million - $8.48 Million
164,520 New
164,520 $8.48 Million
Q4 2022

Feb 10, 2023
SELL
$44.53 - $52.33 $2 Million - $2.35 Million
-44,829 Reduced 26.42%
124,855 $6.24 Million
Q3 2022

Nov 14, 2022
BUY
$44.47 - $52.73 $4.71 Million - $5.59 Million
105,935 Added 166.18%
169,684 $7.55 Million
Q2 2022

Aug 01, 2022
BUY
$45.84 - $53.69 $2.92 Million - $3.42 Million
63,749 New
63,749 $3.04 Million
Q1 2020

May 13, 2020
SELL
$27.99 - $43.13 $496,822 - $765,557
-17,750 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$37.88 - $42.2 $13,371 - $14,896
-353 Reduced 1.95%
17,750 $750,000
Q3 2019

Nov 07, 2019
BUY
$38.89 - $39.54 $704,025 - $715,792
18,103 New
18,103 $700,000

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

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email