Measured Wealth Private Client Group, LLC Ishares Core Dividend Growth E Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 51,072 shares of DGRO stock, worth $3.23 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

51,072

Previous 54,783 6.77%

Holding current value

$3.23 Million

Previous $3.43 Million 8.79%

% of portfolio

1.02%

Previous 1.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$60.73 - $64.94 $225,369 - $240,992	-3,711 Reduced 6.77%	51,072 $3.13 Million
Q3 2024 Oct 25, 2024	SELL	$57.47 - $62.76 $56,320 - $61,504	-980 Reduced 1.76%	54,783 $3.43 Million
Q3 2022 Oct 27, 2022	SELL	$44.47 - $52.73 $186,462 - $221,096	-4,193 Reduced 6.99%	55,763 $2.48 Million
Q1 2022 May 03, 2022	SELL	$50.66 - $56.06 $1.3 Million - $1.44 Million	-25,625 Reduced 29.94%	59,956 $3.2 Million
Q3 2021 Nov 01, 2021	SELL	$50.23 - $53.1 $1.16 Million - $1.23 Million	-23,129 Reduced 21.28%	85,581 $4.3 Million
Q2 2021 Aug 05, 2021	SELL	$48.57 - $51.16 $36,087 - $38,011	-743 Reduced 0.68%	108,710 $5.48 Million
Q1 2021 May 04, 2021	BUY	$44.11 - $48.56 $72,296 - $79,589	1,639 Added 1.52%	109,453 $5.28 Million
Q4 2020 Jan 20, 2021	BUY	$38.76 - $44.82 $147,753 - $170,853	3,812 Added 3.67%	107,814 $4.83 Million
Q3 2020 Oct 15, 2020	BUY	$37.36 - $41.95 $3.89 Million - $4.36 Million	104,002 New	104,002 $4.14 Million

Others Institutions Holding DGRO

# of Institutions

1,177

Shares Held

271M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

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Measured Wealth Private Client Group, LLC Ishares Core Dividend Growth E Transaction History