Concurrent Investment Advisors, LLC Ishares Core Dividend Growth E Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 35,904 shares of DGRO stock, worth $2.31 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

35,904

Previous 29,822 20.39%

Holding current value

$2.31 Million

Previous $1.87 Billion 17.8%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$60.73 - $64.94 $369,359 - $394,965	6,082 Added 20.39%	35,904 $2.2 Billion
Q3 2024 Oct 30, 2024	BUY	$57.47 - $62.76 $50,343 - $54,977	876 Added 3.03%	29,822 $1.87 Billion
Q2 2024 Jul 30, 2024	BUY	$55.23 - $58.55 $968,347 - $1.03 Million	17,533 Added 153.62%	28,946 $1.67 Billion
Q1 2024 May 07, 2024	SELL	$53.33 - $58.06 $566,097 - $616,306	-10,615 Reduced 48.19%	11,413 $663 Million
Q4 2023 Apr 15, 2024	BUY	$47.36 - $54.1 $1.04 Million - $1.19 Million	22,028 New	22,028 $1.19 Billion

Others Institutions Holding DGRO

# of Institutions

1,204

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Concurrent Investment Advisors, LLC Ishares Core Dividend Growth E Transaction History