Jgp Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 279,934 shares of DGRO stock, worth $17.7 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
279,934
Previous 273,106 2.5%
Holding current value
$17.7 Million
Previous $17.1 Million 0.29%
% of portfolio
2.23%
Previous 2.21%

Shares

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

Jan 14, 2025
BUY
$60.73 - $64.94 $414,664 - $443,410
6,828 Added 2.5%
279,934 $17.2 Million
Q3 2024

Oct 09, 2024
BUY
$57.47 - $62.76 $408,094 - $445,658
7,101 Added 2.67%
273,106 $17.1 Million
Q2 2024

Jul 12, 2024
BUY
$55.23 - $58.55 $14.7 Million - $15.6 Million
266,005 New
266,005 $15.3 Million
Q1 2020

Apr 14, 2020
SELL
$27.99 - $43.13 $163,965 - $252,655
-5,858 Closed
0 $0
Q2 2019

Jul 15, 2019
BUY
N/A
5,858 New
5,858 $224,000
Q1 2019

May 13, 2019
SELL
N/A
-121,900 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
N/A
121,900 New
121,900 $4.05 Million

Others Institutions Holding DGRO

# of Institutions
1,128
Shares Held
270M
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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