Lee Financial CO Ishares Core Dividend Growth E Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Lee Financial CO holds 5,495 shares of DGRO stock, worth $376,022. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,495

Previous 3,240 69.6%

Holding current value

$376,022

Previous $207,000 80.68%

% of portfolio

0.05%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$64.12 - $68.08 $144,590 - $153,520	2,255 Added 69.6%	5,495 $374,000
Q2 2025 Jul 24, 2025	BUY	$55.22 - $63.94 $178,912 - $207,165	3,240 New	3,240 $207,000
Q4 2023 Feb 08, 2024	BUY	$47.36 - $54.1 $116,032 - $132,545	2,450 Added 337.93%	3,175 $170,000
Q3 2023 Nov 09, 2023	SELL	$49.53 - $53.28 $22,139 - $23,816	-447 Reduced 38.14%	725 $35,000
Q3 2022 Nov 01, 2022	BUY	$44.47 - $52.73 $19,878 - $23,570	447 Added 61.66%	1,172 $52,000

Q3 2021 Nov 12, 2021	SELL	$50.23 - $53.1 $14,265 - $15,080	-284 Reduced 28.15%	725 $0
Q3 2019 Nov 08, 2019	SELL	$38.89 - $39.54 $36,051 - $36,653	-927 Reduced 47.88%	1,009 $39,000
Q1 2019 Apr 30, 2019	BUY	N/A	1,936 New	1,936 $71,000
Q3 2018 Nov 07, 2018	SELL	N/A	-6,866 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	2,044 Added 42.39%	6,866 $235,000
Q1 2018 May 09, 2018	BUY	N/A	4,822 New	4,822 $163,000

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

Ticker DGRO
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