Montis Financial, LLC Ishares Core Dividend Growth E Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Montis Financial, LLC holds 11,472 shares of DGRO stock, worth $785,028. This represents 0.18% of its overall portfolio holdings.

Number of Shares

11,472

Previous 14,796 22.47%

Holding current value

$785,028

Previous $946,000 17.44%

% of portfolio

0.18%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$64.12 - $68.08 $213,134 - $226,297	-3,324 Reduced 22.47%	11,472 $781,000
Q2 2025 Jul 17, 2025	BUY	$55.22 - $63.94 $33,297 - $38,555	603 Added 4.25%	14,796 $946,000
Q1 2025 May 02, 2025	SELL	$60.46 - $64.42 $295,891 - $315,271	-4,894 Reduced 25.64%	14,193 $876,000
Q4 2024 Feb 10, 2025	SELL	$60.73 - $64.94 $325,998 - $348,597	-5,368 Reduced 21.95%	19,087 $1.17 Million
Q3 2024 Oct 10, 2024	BUY	$57.47 - $62.76 $1.14 Million - $1.25 Million	19,880 Added 434.54%	24,455 $1.53 Million

Q4 2023 Feb 06, 2024	SELL	$47.36 - $54.1 $331 - $378	-7 Reduced 0.15%	4,575 $246,000
Q3 2021 Oct 26, 2021	BUY	$50.23 - $53.1 $230,153 - $243,304	4,582 New	4,582 $231,000

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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Montis Financial, LLC Ishares Core Dividend Growth E Transaction History