Insight Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Insight Wealth Partners, LLC

  • $723 Million
  • Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 5,545 shares of DGRO stock, worth $353,549. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,545
Previous 6,759 17.96%
Holding current value
$353,549
Previous $423,000 19.62%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Feb 14, 2025
SELL
$60.73 - $64.94 $73,726 - $78,837
-1,214 Reduced 17.96%
5,545 $340,000
Q3 2021

Nov 05, 2021
BUY
$50.23 - $53.1 $4,219 - $4,460
84 Added 1.26%
6,759 $340,000
Q2 2021

Jul 14, 2021
BUY
$48.57 - $51.16 $24,770 - $26,091
510 Added 8.27%
6,675 $336,000
Q1 2021

Apr 20, 2021
BUY
$44.11 - $48.56 $271,938 - $299,372
6,165 New
6,165 $298,000

Others Institutions Holding DGRO

# of Institutions
1,207
Shares Held
279M
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
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