Carolinas Wealth Consulting LLC Ishares Core Dividend Growth E Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,576 shares of DGRO stock, worth $97,601. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,576

Previous 1,570 0.38%

Holding current value

$97,601

Previous $98,000 2.04%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$60.73 - $64.94 $364 - $389	6 Added 0.38%	1,576 $96,000
Q3 2024 Nov 12, 2024	BUY	$57.47 - $62.76 $287 - $313	5 Added 0.32%	1,570 $98,000
Q2 2024 Aug 12, 2024	BUY	$55.23 - $58.55 $276 - $292	5 Added 0.32%	1,565 $90,000
Q1 2024 May 14, 2024	BUY	$53.33 - $58.06 $213 - $232	4 Added 0.26%	1,560 $90,000
Q4 2023 Feb 13, 2024	BUY	$47.36 - $54.1 $284 - $324	6 Added 0.39%	1,556 $83,000
Q3 2023 Nov 14, 2023	BUY	$49.53 - $53.28 $14,264 - $15,344	288 Added 22.82%	1,550 $76,000
Q2 2023 Aug 14, 2023	BUY	$49.08 - $51.53 $196 - $206	4 Added 0.32%	1,262 $65,000
Q1 2023 May 15, 2023	BUY	$47.94 - $51.79 $239 - $258	5 Added 0.4%	1,258 $62,000
Q4 2022 Feb 14, 2023	BUY	$44.53 - $52.33 $55,796 - $65,569	1,253 New	1,253 $62,000

Others Institutions Holding DGRO

# of Institutions

1,214

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Carolinas Wealth Consulting LLC Ishares Core Dividend Growth E Transaction History