Soa Wealth Advisors, Llc. Ishares Core Dividend Growth E Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 177,242 shares of DGRO stock, worth $11.2 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

177,242

Previous 182,525 2.89%

Holding current value

$11.2 Million

Previous $11.4 Million 4.98%

% of portfolio

2.04%

Previous 2.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$60.73 - $64.94 $320,836 - $343,078	-5,283 Reduced 2.89%	177,242 $10.9 Million
Q3 2024 Oct 08, 2024	SELL	$57.47 - $62.76 $796,706 - $870,041	-13,863 Reduced 7.06%	182,525 $11.4 Million
Q2 2024 Jul 17, 2024	SELL	$55.23 - $58.55 $4.19 Million - $4.45 Million	-75,955 Reduced 27.89%	196,388 $11.3 Million
Q1 2024 Apr 10, 2024	SELL	$53.33 - $58.06 $466,850 - $508,257	-8,754 Reduced 3.11%	272,343 $15.8 Million
Q4 2023 Jan 10, 2024	SELL	$47.36 - $54.1 $552,833 - $631,509	-11,673 Reduced 3.99%	281,097 $15.1 Million
Q3 2023 Oct 10, 2023	SELL	$49.53 - $53.28 $1.09 Million - $1.18 Million	-22,092 Reduced 7.02%	292,770 $14.5 Million
Q2 2023 Jul 07, 2023	SELL	$49.08 - $51.53 $6.97 Million - $7.32 Million	-142,079 Reduced 31.09%	314,862 $16.2 Million
Q1 2023 Apr 28, 2023	BUY	$47.94 - $51.79 $15,532 - $16,779	324 Added 0.07%	456,941 $22.8 Million
Q4 2022 Jan 10, 2023	BUY	$44.53 - $52.33 $16.4 Million - $19.3 Million	368,876 Added 420.41%	456,617 $0
Q3 2022 Oct 07, 2022	BUY	$44.47 - $52.73 $277,181 - $328,666	6,233 Added 7.65%	87,741 $3.9 Million
Q2 2022 Jul 13, 2022	BUY	$45.84 - $53.69 $424,432 - $497,115	9,259 Added 12.82%	81,508 $3.88 Million
Q1 2022 Apr 07, 2022	BUY	$50.66 - $56.06 $9,676 - $10,707	191 Added 0.27%	72,249 $3.86 Million
Q4 2021 Jan 13, 2022	SELL	$50.43 - $55.68 $58,700 - $64,811	-1,164 Reduced 1.59%	72,058 $4 Million
Q3 2021 Oct 12, 2021	SELL	$50.23 - $53.1 $150,740 - $159,353	-3,001 Reduced 3.94%	73,222 $3.68 Million
Q2 2021 Jul 14, 2021	SELL	$48.57 - $51.16 $90,145 - $94,952	-1,856 Reduced 2.38%	76,223 $3.84 Million
Q1 2021 Apr 26, 2021	SELL	$44.11 - $48.56 $49,667 - $54,678	-1,126 Reduced 1.42%	78,079 $3.77 Million
Q4 2020 Mar 10, 2021	BUY	$38.76 - $44.82 $3.07 Million - $3.55 Million	79,205 New	79,205 $3.64 Million

Others Institutions Holding DGRO

# of Institutions

1,154

Shares Held

273M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Soa Wealth Advisors, Llc. Ishares Core Dividend Growth E Transaction History