Compass Ion Advisors, LLC DGRO Holdings History
Compass Ion Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary
As of 2025-06-30, Compass Ion Advisors, LLC held 403,764.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $25.82 Mil. This investment constitutes 2.79% of their stock portfolio, and Compass Ion Advisors, LLC now holds 0.08% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q1. And since then Compass Ion Advisors, LLC has made 16 purchases of DGRO, at an average price of $47.31, for a total of 927,505.00 shares. In addition, there have been 6 sales at an average price of $51.80 for 523,741.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Compass Ion Advisors, LLC's estimated gain on his DGRO holdings is $9.40 Mil, reflecting a 21.43% gain to date.
Compass Ion Advisors, LLC DGRO ($64.76) Holding Chart
Compass Ion Advisors, LLC DGRO ($64.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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