Brandywine Oak Private Wealth LLC Ishares Core Dividend Growth E Transaction History

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 15,686 shares of DGRO stock, worth $962,179. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,686
Previous 16,106 2.61%
Holding current value
$962,179
Previous $927,000 6.04%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 07, 2024
SELL
$57.47 - $62.76 $24,137 - $26,359
-420 Reduced 2.61%
15,686 $983,000
Q3 2023

Nov 14, 2023
SELL
$49.53 - $53.28 $18,227 - $19,607
-368 Reduced 2.23%
16,106 $797,000
Q2 2022

Jul 22, 2022
BUY
$45.84 - $53.69 $82,649 - $96,803
1,803 Added 12.29%
16,474 $784,000
Q4 2021

Feb 07, 2022
SELL
$50.43 - $55.68 $1,462 - $1,614
-29 Reduced 0.2%
14,671 $815,000
Q3 2021

Oct 18, 2021
BUY
$50.23 - $53.1 $12,858 - $13,593
256 Added 1.77%
14,700 $738,000
Q1 2021

May 06, 2021
BUY
$44.11 - $48.56 $70,531 - $77,647
1,599 Added 12.45%
14,444 $697,000
Q3 2020

Oct 16, 2020
SELL
$37.36 - $41.95 $12,142 - $13,633
-325 Reduced 2.47%
12,845 $511,000
Q2 2020

Aug 06, 2020
BUY
$31.16 - $40.84 $410,377 - $537,862
13,170 New
13,170 $495,000
Q1 2020

May 06, 2020
BUY
$27.99 - $43.13 $0 - $0
0 New
0 $429,000

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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