Bellevue Asset Management, LLC Ishares Core Dividend Growth E Transaction History

Bellevue Asset Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Bellevue Asset Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 850 shares of DGRO stock, worth $51,977. This represents 0.03% of its overall portfolio holdings.

Number of Shares
850
Previous 750 13.33%
Holding current value
$51,977
Previous $47,000 10.64%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$60.73 - $64.94 $6,073 - $6,494
100 Added 13.33%
850 $52,000
Q4 2023

Feb 06, 2024
SELL
$47.36 - $54.1 $14,208 - $16,230
-300 Reduced 28.57%
750 $40,000
Q2 2023

Jul 31, 2023
SELL
$49.08 - $51.53 $8,098 - $8,502
-165 Reduced 13.58%
1,050 $54,000
Q1 2022

May 11, 2022
BUY
$50.66 - $56.06 $13,424 - $14,855
265 Added 27.89%
1,215 $65,000
Q4 2021

Feb 03, 2022
BUY
$50.43 - $55.68 $5,043 - $5,568
100 Added 11.76%
950 $53,000
Q4 2019

Feb 13, 2020
BUY
$37.88 - $42.2 $32,198 - $35,870
850 New
850 $36,000

Others Institutions Holding DGRO

# of Institutions
1,220
Shares Held
300M
Call Options Held
62.4K
Put Options Held
33.8K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Bellevue Asset Management, LLC Portfolio

Follow Bellevue Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellevue Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellevue Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email