Wcg Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 40,193 shares of DGRO stock, worth $2.59 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

40,193

Previous 42,858 6.22%

Holding current value

$2.59 Million

Previous $2.69 Million 8.26%

% of portfolio

0.17%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$60.73 - $64.94 $161,845 - $173,065	-2,665 Reduced 6.22%	40,193 $2.47 Million
Q3 2024 Nov 13, 2024	BUY	$57.47 - $62.76 $145,399 - $158,782	2,530 Added 6.27%	42,858 $2.69 Million
Q2 2024 Aug 12, 2024	BUY	$55.23 - $58.55 $2.23 Million - $2.36 Million	40,328 New	40,328 $2.32 Million
Q3 2023 Nov 09, 2023	BUY	$49.53 - $53.28 $701,295 - $754,391	14,159 New	14,159 $756,000
Q3 2022 Nov 14, 2022	BUY	$44.47 - $52.73 $12,940 - $15,344	291 Added 3.02%	9,927 $441,000
Q2 2022 Aug 23, 2022	BUY	$45.84 - $53.69 $207,792 - $243,376	4,533 Added 88.83%	9,636 $459,000
Q2 2022 Aug 15, 2022	BUY	$45.84 - $53.69 $233,921 - $273,980	5,103 New	5,103 $285,000

Others Institutions Holding DGRO

# of Institutions

1,204

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Industry ETFs

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Wcg Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History