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 1,851 shares of DGRO stock, worth $115,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,851
Previous 1,839 0.65%
Holding current value
$115,039
Previous $105,000 10.48%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.