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

4 J Wealth Management LLC

$107 Million
Q2 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 158,686 shares of DGRO stock, worth $9.92 Million. This represents 8.54% of its overall portfolio holdings.

Number of Shares

158,686

Previous 205,347 22.72%

Holding current value

$9.92 Million

Previous $11.9 Million 23.33%

% of portfolio

8.54%

Previous 11.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,079

Shares Held

263M

Call Options Held

306K

Put Options Held

163K

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