Mowery & Schoenfeld Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 2,588 shares of DGRO stock, worth $164,260. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,588
Previous 2,344 10.41%
Holding current value
$164,260
Previous $135 Million 20.15%
% of portfolio
0.26%
Previous 0.19%

Shares

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

Oct 22, 2024
BUY
$57.47 - $62.76 $14,022 - $15,313
244 Added 10.41%
2,588 $162 Million
Q2 2024

Aug 14, 2024
BUY
$55.23 - $58.55 $76,327 - $80,916
1,382 Added 143.66%
2,344 $135 Million
Q1 2024

May 14, 2024
SELL
$53.33 - $58.06 $33,704 - $36,693
-632 Reduced 39.65%
962 $55.9 Million
Q4 2023

May 14, 2024
BUY
$47.36 - $54.1 $75,491 - $86,235
1,594 New
1,594 $85.8 Million

Others Institutions Holding DGRO

# of Institutions
1,149
Shares Held
272M
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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