Liberty Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Liberty Wealth Management LLC holds 9,211 shares of DGRO stock, worth $630,308. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,211

Previous 5,429 69.66%

Holding current value

$630,308

Previous $347,000 80.69%

% of portfolio

0.09%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$64.12 - $68.08 $242,501 - $257,478	3,782 Added 69.66%	9,211 $627,000
Q2 2025 Aug 01, 2025	BUY	$55.22 - $63.94 $23,358 - $27,046	423 Added 8.45%	5,429 $347,000
Q1 2025 May 08, 2025	BUY	$60.46 - $64.42 $302,662 - $322,486	5,006 New	5,006 $309,000
Q4 2021 Feb 15, 2022	SELL	$50.43 - $55.68 $34,393 - $37,973	-682 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$48.57 - $51.16 $1.64 Million - $1.72 Million	-33,664 Reduced 98.01%	682 $34,000

Q2 2021 Aug 13, 2021	BUY	$48.57 - $51.16 $1.64 Million - $1.72 Million	33,664 Added 4936.07%	34,346 $682,000
Q3 2019 Oct 30, 2019	BUY	$38.89 - $39.54 $26,522 - $26,966	682 New	682 $27,000

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
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Ishares Core Dividend Growth E Transaction History