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

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,304 shares of DGRO stock, worth $367,018. This represents 0.26% of its overall portfolio holdings.

Number of Shares

6,304

Previous 6,556 3.84%

Holding current value

$367,018

Previous $411 Million 5.92%

% of portfolio

0.26%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$60.73 - $64.94 $15,303 - $16,364	-252 Reduced 3.84%	6,304 $387 Million
Q3 2024 Nov 13, 2024	BUY	$57.47 - $62.76 $21,034 - $22,970	366 Added 5.91%	6,556 $411 Million
Q2 2024 Aug 09, 2024	SELL	$55.23 - $58.55 $1,712 - $1,815	-31 Reduced 0.5%	6,190 $357 Million
Q1 2024 May 17, 2024	SELL	$53.33 - $58.06 $10,079 - $10,973	-189 Reduced 2.95%	6,221 $361 Million
Q4 2023 Feb 01, 2024	BUY	$47.36 - $54.1 $303,577 - $346,781	6,410 New	6,410 $345 Million
Q2 2023 Aug 09, 2023	SELL	$49.08 - $51.53 $16,392 - $17,211	-334 Reduced 7.69%	4,011 $210 Million
Q1 2023 May 15, 2023	BUY	$47.94 - $51.79 $208,299 - $225,027	4,345 New	4,345 $216 Million
Q4 2022 Nov 17, 2023	SELL	$44.53 - $52.33 $5,833 - $6,855	-131 Reduced 1.42%	9,088 $454 Million
Q3 2022 Nov 17, 2023	BUY	$44.47 - $52.73 $409,968 - $486,117	9,219 New	9,219 $410 Million

Others Institutions Holding DGRO

# of Institutions

1,220

Shares Held

300M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

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