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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

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 32,826 shares of DGRO stock, worth $1.92 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

32,826

Previous 33,068 0.73%

Holding current value

$1.92 Million

Previous $2.03 Billion 0.03%

% of portfolio

0.08%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$60.46 - $64.42 $14,631 - $15,589	-242 Reduced 0.73%	32,826 $2.03 Billion
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

1,220

Shares Held

300M

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

More about DGRO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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