Wealth Shield Partners, LLC Ishares Core Dividend Growth E Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 167,884 shares of DGRO stock, worth $10.3 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

167,884

Previous 212,304 20.92%

Holding current value

$10.3 Million

Previous $13.3 Million 22.62%

% of portfolio

1.49%

Previous 1.85%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$60.73 - $64.94 $2.7 Million - $2.88 Million	-44,420 Reduced 20.92%	167,884 $10.3 Million
Q3 2024 Nov 04, 2024	BUY	$57.47 - $62.76 $2.7 Million - $2.94 Million	46,898 Added 28.35%	212,304 $13.3 Million
Q2 2024 Jul 26, 2024	BUY	$55.23 - $58.55 $1.23 Million - $1.3 Million	22,247 Added 15.54%	165,406 $9.53 Million
Q1 2024 Apr 29, 2024	SELL	$53.33 - $58.06 $2.59 Million - $2.83 Million	-48,657 Reduced 25.37%	143,159 $8.31 Million
Q4 2023 Jan 23, 2024	SELL	$47.36 - $54.1 $1.05 Million - $1.2 Million	-22,268 Reduced 10.4%	191,816 $10.3 Million
Q3 2023 Oct 25, 2023	SELL	$49.53 - $53.28 $471,476 - $507,172	-9,519 Reduced 4.26%	214,084 $10.6 Million
Q2 2023 Aug 03, 2023	SELL	$49.08 - $51.53 $108,368 - $113,778	-2,208 Reduced 0.98%	223,603 $11.5 Million
Q1 2023 May 08, 2023	BUY	$47.94 - $51.79 $1.15 Million - $1.24 Million	23,963 Added 11.87%	225,811 $11.3 Million
Q4 2022 Feb 13, 2023	SELL	$44.53 - $52.33 $135,415 - $159,135	-3,041 Reduced 1.48%	201,848 $10.1 Million
Q3 2022 Nov 04, 2022	BUY	$44.47 - $52.73 $896,114 - $1.06 Million	20,151 Added 10.91%	204,889 $9.11 Million
Q2 2022 Aug 11, 2022	SELL	$45.84 - $53.69 $757,872 - $887,656	-16,533 Reduced 8.21%	184,738 $8.8 Million
Q1 2022 May 09, 2022	BUY	$50.66 - $56.06 $942,326 - $1.04 Million	18,601 Added 10.18%	201,271 $10.8 Million
Q4 2021 Feb 10, 2022	BUY	$50.43 - $55.68 $129,554 - $143,041	2,569 Added 1.43%	182,670 $10.2 Million
Q3 2021 Nov 12, 2021	SELL	$50.23 - $53.1 $3.19 Million - $3.37 Million	-63,508 Reduced 26.07%	180,101 $9.05 Million
Q2 2021 Aug 06, 2021	BUY	$48.57 - $51.16 $180,874 - $190,519	3,724 Added 1.55%	243,609 $12.3 Million
Q1 2021 May 17, 2021	SELL	$44.11 - $48.56 $192,407 - $211,818	-4,362 Reduced 1.79%	239,885 $11.6 Million
Q4 2020 Feb 16, 2021	BUY	$38.76 - $44.82 $3.38 Million - $3.91 Million	87,296 Added 55.62%	244,247 $10.9 Million
Q3 2020 Oct 30, 2020	SELL	$37.36 - $41.95 $1.38 Million - $1.55 Million	-37,038 Reduced 19.09%	156,951 $6.25 Million
Q2 2020 Aug 13, 2020	SELL	$31.16 - $40.84 $777,410 - $1.02 Million	-24,949 Reduced 11.4%	193,989 $7.29 Million
Q1 2020 May 12, 2020	SELL	$27.99 - $43.13 $1.31 Million - $2.02 Million	-46,803 Reduced 17.61%	218,938 $7.14 Million
Q4 2019 Feb 13, 2020	BUY	$37.88 - $42.2 $540,396 - $602,025	14,266 Added 5.67%	265,741 $11.2 Million
Q3 2019 Nov 13, 2019	BUY	$38.89 - $39.54 $1.19 Million - $1.21 Million	30,512 Added 13.81%	251,475 $9.84 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-2,513 Reduced 1.12%	220,963 $8.44 Million
Q1 2019 May 14, 2019	BUY	N/A	59,128 Added 35.98%	223,476 $8.21 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-162 Reduced 0.1%	164,348 $5.45 Million
Q3 2018 Nov 05, 2018	BUY	N/A	3,780 Added 2.35%	164,510 $6.13 Million
Q2 2018 Aug 02, 2018	BUY	N/A	12,185 Added 8.2%	160,730 $5.54 Million
Q1 2018 May 11, 2018	BUY	N/A	32,800 Added 28.34%	148,545 $5.04 Million
Q4 2017 Apr 18, 2018	BUY	N/A	115,745	115,745 $4.04 Million

Others Institutions Holding DGRO

# of Institutions

1,216

Shares Held

296M

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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Wealth Shield Partners, LLC Ishares Core Dividend Growth E Transaction History