Us Advisors Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 27,713 shares of DGRO stock, worth $1.76 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

27,713

Previous 27,485 0.83%

Holding current value

$1.76 Million

Previous $1.72 Million 0.93%

% of portfolio

0.55%

Previous 0.6%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$60.73 - $64.94 $13,846 - $14,806	228 Added 0.83%	27,713 $1.7 Million
Q3 2024 Nov 07, 2024	SELL	$57.47 - $62.76 $22,988 - $25,104	-400 Reduced 1.43%	27,485 $1.72 Million
Q2 2024 Aug 06, 2024	SELL	$55.23 - $58.55 $93,062 - $98,656	-1,685 Reduced 5.7%	27,885 $1.61 Million
Q1 2024 May 02, 2024	SELL	$53.33 - $58.06 $68,635 - $74,723	-1,287 Reduced 4.17%	29,570 $1.71 Million
Q4 2023 Feb 12, 2024	SELL	$47.36 - $54.1 $304,808 - $348,187	-6,436 Reduced 17.26%	30,857 $1.66 Million
Q3 2023 Nov 09, 2023	SELL	$49.53 - $53.28 $24,071 - $25,894	-486 Reduced 1.29%	37,293 $1.85 Million
Q2 2023 Aug 01, 2023	BUY	$49.08 - $51.53 $582,088 - $611,145	11,860 Added 45.76%	37,779 $1.95 Million
Q1 2023 Apr 13, 2023	SELL	$47.94 - $51.79 $5,513 - $5,955	-115 Reduced 0.44%	25,919 $1.3 Million
Q4 2022 Feb 10, 2023	BUY	$44.53 - $52.33 $1,647 - $1,936	37 Added 0.14%	26,034 $1.3 Million
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $60,612 - $71,870	1,363 Added 5.53%	25,997 $1.16 Million
Q2 2022 Aug 12, 2022	BUY	$45.84 - $53.69 $43,914 - $51,435	958 Added 4.05%	24,634 $1.17 Million
Q1 2022 Jun 08, 2022	BUY	$50.66 - $56.06 $28,622 - $31,673	565 Added 2.44%	23,676 $1.27 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $55.68 $39,789 - $43,931	789 Added 3.53%	23,111 $1.29 Million
Q3 2021 Nov 03, 2021	BUY	$50.23 - $53.1 $14,265 - $15,080	284 Added 1.29%	22,322 $1.12 Million
Q2 2021 Aug 09, 2021	BUY	$48.57 - $51.16 $48,861 - $51,466	1,006 Added 4.78%	22,038 $1.11 Million
Q1 2021 May 11, 2021	BUY	$44.11 - $48.56 $136,873 - $150,681	3,103 Added 17.31%	21,032 $1.02 Million
Q4 2020 Feb 11, 2021	BUY	$38.76 - $44.82 $694,928 - $803,577	17,929 New	17,929 $791,000

Others Institutions Holding DGRO

# of Institutions

1,128

Shares Held

270M

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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Us Advisors Wealth Management, LLC Ishares Core Dividend Growth E Transaction History