A detailed history of Montis Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Montis Financial, LLC holds 24,455 shares of DGRO stock, worth $1.53 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
24,455
Previous 4,575 434.54%
Holding current value
$1.53 Million
Previous $263,000 482.89%
% of portfolio
0.55%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$57.47 - $62.76 $1.14 Million - $1.25 Million
19,880 Added 434.54%
24,455 $1.53 Million
Q4 2023

Feb 06, 2024

SELL
$47.36 - $54.1 $331 - $378
-7 Reduced 0.15%
4,575 $246,000
Q3 2021

Oct 26, 2021

BUY
$50.23 - $53.1 $230,153 - $243,304
4,582 New
4,582 $231,000

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.