U.S. Capital Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 53,952 shares of DGRO stock, worth $3.44 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

53,952

Previous 36,452 48.01%

Holding current value

$3.44 Million

Previous $2.29 Million 44.81%

% of portfolio

0.11%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$60.73 - $64.94 $1.06 Million - $1.14 Million	17,500 Added 48.01%	53,952 $3.31 Million
Q3 2024 Oct 22, 2024	BUY	$57.47 - $62.76 $2.09 Million - $2.29 Million	36,452 New	36,452 $2.29 Million
Q3 2023 Oct 19, 2023	SELL	$49.53 - $53.28 $17,335 - $18,648	-350 Reduced 6.23%	5,269 $260,000
Q2 2023 Aug 04, 2023	BUY	$49.08 - $51.53 $275,780 - $289,547	5,619 New	5,619 $289,000

Others Institutions Holding DGRO

# of Institutions

1,200

Shares Held

278M

Call Options Held

1.37M

Put Options Held

34.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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U.S. Capital Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History