Mount Yale Investment Advisors, LLC Ishares Core Dividend Growth E Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 55,277 shares of DGRO stock, worth $3.78 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

55,277

Previous 54,517 1.39%

Holding current value

$3.78 Million

Previous $3.49 Million 7.98%

% of portfolio

0.27%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$64.12 - $68.08 $48,731 - $51,740	760 Added 1.39%	55,277 $3.76 Million
Q2 2025 Aug 12, 2025	BUY	$55.22 - $63.94 $104,807 - $121,358	1,898 Added 3.61%	54,517 $3.49 Million
Q1 2025 Apr 16, 2025	SELL	$60.46 - $64.42 $1.16 Million - $1.23 Million	-19,139 Reduced 26.67%	52,619 $3.22 Million
Q4 2024 Jan 22, 2025	BUY	$60.73 - $64.94 $1.01 Million - $1.08 Million	16,596 Added 30.09%	71,758 $4.4 Million
Q3 2024 Oct 23, 2024	BUY	$57.47 - $62.76 $83,216 - $90,876	1,448 Added 2.7%	55,162 $3.46 Million

Q2 2024 Aug 13, 2024	SELL	$55.23 - $58.55 $1,877 - $1,990	-34 Reduced 0.06%	53,714 $3.09 Million
Q1 2024 May 15, 2024	SELL	$53.33 - $58.06 $313,633 - $341,450	-5,881 Reduced 9.86%	53,748 $3.12 Million
Q4 2023 Feb 12, 2024	SELL	$47.36 - $54.1 $495,101 - $565,561	-10,454 Reduced 14.92%	59,629 $3.21 Million
Q3 2023 Oct 11, 2023	BUY	$49.53 - $53.28 $70,431 - $75,764	1,422 Added 2.07%	70,083 $3.47 Million
Q2 2023 Aug 14, 2023	BUY	$49.08 - $51.53 $3.37 Million - $3.54 Million	68,661 New	68,661 $3.54 Million
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.33 $3.44 Million - $4.04 Million	77,195 New	77,195 $3.86 Million
Q2 2022 Aug 02, 2022	BUY	$45.84 - $53.69 $284,758 - $333,522	6,212 New	6,212 $296,000
Q1 2021 May 04, 2021	SELL	$44.11 - $48.56 $626,538 - $689,746	-14,204 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$38.76 - $44.82 $550,547 - $636,623	14,204 New	14,204 $637,000

Others Institutions Holding DGRO

# of Institutions

1,323

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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Mount Yale Investment Advisors, LLC Ishares Core Dividend Growth E Transaction History