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

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,115 shares of DGRO stock, worth $350,019. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,115
Previous 4,506 13.52%
Holding current value
$350,019
Previous $288,000 20.83%
% of portfolio
0.27%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$64.12 - $68.08 $39,049 - $41,460
609 Added 13.52%
5,115 $348,000
Q2 2023

Jul 13, 2023
SELL
$49.08 - $51.53 $1,227 - $1,288
-25 Reduced 0.55%
4,506 $232,000
Q1 2023

May 11, 2023
BUY
$47.94 - $51.79 $217,216 - $234,660
4,531 New
4,531 $226,000

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

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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