Accurate Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 35,893 shares of DGRO stock, worth $2.23 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
35,893
Previous 29,881 20.12%
Holding current value
$2.23 Million
Previous $1.72 Million 30.74%
% of portfolio
0.48%
Previous 0.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$57.47 - $62.76 $345,509 - $377,313
6,012 Added 20.12%
35,893 $2.25 Million
Q2 2024

Jul 17, 2024
BUY
$55.23 - $58.55 $873,407 - $925,909
15,814 Added 112.42%
29,881 $1.72 Million
Q1 2024

Apr 22, 2024
BUY
$53.33 - $58.06 $750,193 - $816,730
14,067 New
14,067 $816,000
Q2 2023

Jul 24, 2023
BUY
$49.08 - $51.53 $15,067 - $15,819
307 Added 3.0%
10,525 $542,000
Q1 2023

Apr 13, 2023
BUY
$47.94 - $51.79 $455,430 - $492,005
9,500 Added 1323.12%
10,218 $510,000
Q4 2022

Jan 11, 2023
BUY
$44.53 - $52.33 $31,972 - $37,572
718 New
718 $0

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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