A detailed history of Wells Financial Advisors Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 20,036 shares of DGRO stock, worth $1.25 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
20,036
Previous 20,286 1.23%
Holding current value
$1.25 Million
Previous $1.18 Million 1.95%
% of portfolio
0.78%
Previous 0.82%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$55.23 - $58.55 $13,807 - $14,637
-250 Reduced 1.23%
20,036 $1.15 Million
Q4 2023

Feb 12, 2024

SELL
$47.36 - $54.1 $25,574 - $29,214
-540 Reduced 2.59%
20,286 $1.09 Million
Q3 2023

Oct 10, 2023

BUY
$49.53 - $53.28 $14,611 - $15,717
295 Added 1.44%
20,826 $1.03 Million
Q2 2023

Aug 07, 2023

SELL
$49.08 - $51.53 $4,908 - $5,153
-100 Reduced 0.48%
20,531 $1.06 Million
Q4 2022

Feb 03, 2023

SELL
$44.53 - $52.33 $7.76 Million - $9.12 Million
-174,270 Reduced 89.41%
20,631 $1.03 Million
Q3 2022

Nov 09, 2022

BUY
$44.47 - $52.73 $83,781 - $99,343
1,884 Added 0.98%
194,901 $8.67 Million
Q2 2022

Aug 10, 2022

BUY
$45.84 - $53.69 $144,854 - $169,660
3,160 Added 1.66%
193,017 $9.2 Million
Q1 2022

Apr 25, 2022

BUY
$50.66 - $56.06 $264,445 - $292,633
5,220 Added 2.83%
189,857 $10.1 Million
Q4 2021

Feb 11, 2022

BUY
$50.43 - $55.68 $294,410 - $325,059
5,838 Added 3.27%
184,637 $10.3 Million
Q3 2021

Nov 10, 2021

BUY
$50.23 - $53.1 $32,096 - $33,930
639 Added 0.36%
178,799 $8.98 Million
Q2 2021

Aug 02, 2021

SELL
$48.57 - $51.16 $26,519 - $27,933
-546 Reduced 0.31%
178,160 $8.97 Million
Q1 2021

May 12, 2021

SELL
$44.11 - $48.56 $1.09 Million - $1.2 Million
-24,662 Reduced 12.13%
178,706 $8.63 Million
Q4 2020

Feb 11, 2021

BUY
$38.76 - $44.82 $7.88 Million - $9.11 Million
203,368 New
203,368 $9.12 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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