Srs Capital Advisors, Inc. Ishares Core Dividend Growth E Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 4,223 shares of DGRO stock, worth $261,530. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,223

Previous 1,851 128.15%

Holding current value

$261,530

Previous $116,000 123.28%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$60.73 - $64.94 $144,051 - $154,037	2,372 Added 128.15%	4,223 $259,000
Q3 2024 Nov 06, 2024	BUY	$57.47 - $62.76 $689 - $753	12 Added 0.65%	1,851 $116,000
Q2 2024 Aug 06, 2024	BUY	$55.23 - $58.55 $497 - $526	9 Added 0.49%	1,839 $105,000
Q1 2024 May 14, 2024	BUY	$53.33 - $58.06 $533 - $580	10 Added 0.55%	1,830 $106,000
Q4 2023 Feb 06, 2024	BUY	$47.36 - $54.1 $1,231 - $1,406	26 Added 1.45%	1,820 $97,000
Q2 2023 Aug 14, 2023	SELL	$49.08 - $51.53 $981 - $1,030	-20 Reduced 1.1%	1,794 $92,000
Q1 2023 May 16, 2023	SELL	$47.94 - $51.79 $5,561 - $6,007	-116 Reduced 6.01%	1,814 $90,000
Q4 2022 Feb 24, 2023	BUY	$44.53 - $52.33 $1,113 - $1,308	25 Added 1.31%	1,930 $96,000
Q3 2022 Nov 03, 2022	SELL	$44.47 - $52.73 $6,626 - $7,856	-149 Reduced 7.25%	1,905 $85,000
Q2 2022 Aug 22, 2022	BUY	$45.84 - $53.69 $25,349 - $29,690	553 Added 36.84%	2,054 $98,000
Q1 2022 May 12, 2022	BUY	$50.66 - $56.06 $17,731 - $19,621	350 Added 30.41%	1,501 $80,000
Q4 2021 Feb 08, 2022	BUY	$50.43 - $55.68 $554 - $612	11 Added 0.96%	1,151 $64,000
Q2 2021 Aug 02, 2021	BUY	$48.57 - $51.16 $52,601 - $55,406	1,083 Added 1900.0%	1,140 $57,000
Q3 2018 Nov 06, 2018	BUY	N/A	57 New	57 $2,000

Others Institutions Holding DGRO

# of Institutions

1,214

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Srs Capital Advisors, Inc. Ishares Core Dividend Growth E Transaction History