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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 33,068 shares of DGRO stock, worth $2.02 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

33,068

Previous 48,286 31.52%

Holding current value

$2.02 Million

Previous $3.03 Billion 32.99%

% of portfolio

0.15%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$60.73 - $64.94 $924,189 - $988,256	-15,218 Reduced 31.52%	33,068 $2.03 Billion
Q3 2024 Oct 21, 2024	BUY	$57.47 - $62.76 $1.34 Million - $1.46 Million	23,235 Added 92.75%	48,286 $3.03 Billion
Q2 2024 Jul 09, 2024	BUY	$55.23 - $58.55 $346,126 - $366,932	6,267 Added 33.36%	25,051 $1.44 Billion
Q1 2024 Apr 15, 2024	BUY	$53.33 - $58.06 $158,016 - $172,031	2,963 Added 18.73%	18,784 $1.09 Billion
Q4 2023 Jan 16, 2024	BUY	$47.36 - $54.1 $749,282 - $855,916	15,821 New	15,821 $851 Million

Others Institutions Holding DGRO

# of Institutions

1,216

Shares Held

296M

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