Levy Wealth Management Group, LLC Ishares Core Dividend Growth E Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 7,200 shares of DGRO stock, worth $457,920. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,200
Previous 7,109 1.28%
Holding current value
$457,920
Previous $412,000 0.49%
% of portfolio
0.11%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$55.23 - $58.55 $5,025 - $5,328
91 Added 1.28%
7,200 $414,000
Q4 2023

Jan 23, 2024
BUY
$47.36 - $54.1 $2,178 - $2,488
46 Added 0.65%
7,109 $382,000
Q2 2023

Jul 21, 2023
BUY
$49.08 - $51.53 $785 - $824
16 Added 0.23%
7,063 $363,000
Q1 2023

May 04, 2023
BUY
$47.94 - $51.79 $910 - $984
19 Added 0.27%
7,047 $352,000
Q4 2022

Feb 08, 2023
BUY
$44.53 - $52.33 $890 - $1,046
20 Added 0.29%
7,028 $351,000
Q3 2022

Oct 28, 2022
BUY
$44.47 - $52.73 $45,492 - $53,942
1,023 Added 17.09%
7,008 $312,000
Q2 2022

Jul 27, 2022
BUY
$45.84 - $53.69 $458 - $536
10 Added 0.17%
5,985 $285,000
Q1 2022

May 05, 2022
BUY
$50.66 - $56.06 $506 - $560
10 Added 0.17%
5,975 $319,000
Q4 2021

Feb 10, 2022
BUY
$50.43 - $55.68 $300,814 - $332,131
5,965 New
5,965 $332,000
Q2 2021

Aug 10, 2021
SELL
$48.57 - $51.16 $233,378 - $245,823
-4,805 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$44.11 - $48.56 $83,456 - $91,875
-1,892 Reduced 28.25%
4,805 $232,000
Q4 2020

Feb 10, 2021
BUY
$38.76 - $44.82 $259,575 - $300,159
6,697 New
6,697 $300,000

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
Track This Portfolio

Track Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email