Conservest Capital Advisors, Inc. DGRO Holdings History
Conservest Capital Advisors, Inc.'s iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Conservest Capital Advisors, Inc. held 691,488.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $42.72 Mil. This investment constitutes 4.49% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.14% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2020Q4. And since then Conservest Capital Advisors, Inc. has made 16 purchases of DGRO, at an average price of $51.96, for a total of 948,336.00 shares. In addition, there have been 2 sales at an average price of $59.81 for 256,848.00 shares. Based on historical transaction data and DGRO's current price of $64.83, Conservest Capital Advisors, Inc.'s estimated gain on his DGRO holdings is $10.92 Mil, reflecting a 22.16% gain to date.
Conservest Capital Advisors, Inc. DGRO ($64.83) Holding Chart
Conservest Capital Advisors, Inc. DGRO ($64.83) 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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