4 J Wealth Management LLC Ishares Core Dividend Growth E Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, 4 J Wealth Management LLC holds 170,960 shares of DGRO stock, worth $10.9 Million. This represents 9.97% of its overall portfolio holdings.

Number of Shares

170,960

Previous 159,265 7.34%

Holding current value

$10.9 Million

Previous $9.98 Million 5.03%

% of portfolio

9.97%

Previous 8.79%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$60.73 - $64.94 $710,237 - $759,473	11,695 Added 7.34%	170,960 $10.5 Million
Q3 2024 Oct 31, 2024	BUY	$57.47 - $62.76 $33,275 - $36,338	579 Added 0.36%	159,265 $9.98 Million
Q2 2024 Jul 17, 2024	SELL	$55.23 - $58.55 $2.58 Million - $2.73 Million	-46,661 Reduced 22.72%	158,686 $9.14 Million
Q1 2024 Apr 22, 2024	BUY	$53.33 - $58.06 $41,064 - $44,706	770 Added 0.38%	205,347 $11.9 Million
Q4 2023 Jan 22, 2024	BUY	$47.36 - $54.1 $133,081 - $152,021	2,810 Added 1.39%	204,577 $11 Million
Q3 2023 Oct 24, 2023	BUY	$49.53 - $53.28 $1.51 Million - $1.63 Million	30,578 Added 17.86%	201,767 $9.99 Million
Q2 2023 Jul 14, 2023	BUY	$49.08 - $51.53 $247,068 - $259,402	5,034 Added 3.03%	171,189 $8.82 Million
Q1 2023 Apr 21, 2023	BUY	$47.94 - $51.79 $7.71 Million - $8.33 Million	160,913 Added 3069.69%	166,155 $8.31 Million
Q4 2022 Jan 17, 2023	BUY	$44.53 - $52.33 $233,426 - $274,313	5,242 New	5,242 $0

Others Institutions Holding DGRO

# of Institutions

1,206

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

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4 J Wealth Management LLC Ishares Core Dividend Growth E Transaction History