Perigon Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,139 shares of DGRO stock, worth $443,688. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,139
Previous 6,847 4.26%
Holding current value
$443,688
Previous $394,000 13.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2024
BUY
$57.47 - $62.76 $16,781 - $18,325
292 Added 4.26%
7,139 $447,000
Q2 2024

Aug 02, 2024
BUY
$55.23 - $58.55 $57,549 - $61,009
1,042 Added 17.95%
6,847 $394,000
Q1 2024

Apr 29, 2024
BUY
$53.33 - $58.06 $57,276 - $62,356
1,074 Added 22.7%
5,805 $337,000
Q4 2023

Jan 29, 2024
BUY
$47.36 - $54.1 $224,060 - $255,947
4,731 New
4,731 $254,000
Q2 2023

Aug 02, 2023
SELL
$49.08 - $51.53 $15,852 - $16,644
-323 Reduced 2.7%
11,657 $600,000
Q1 2023

May 03, 2023
BUY
$47.94 - $51.79 $124,356 - $134,343
2,594 Added 27.64%
11,980 $598,000
Q4 2022

May 01, 2023
BUY
$44.53 - $52.33 $417,958 - $491,169
9,386 New
9,386 $469,000
Q1 2022

May 16, 2022
SELL
$50.66 - $56.06 $13,880 - $15,360
-274 Reduced 3.62%
7,299 $390,000
Q4 2021

Feb 11, 2022
BUY
$50.43 - $55.68 $93,497 - $103,230
1,854 Added 32.42%
7,573 $421,000
Q3 2021

Oct 25, 2021
BUY
$50.23 - $53.1 $287,265 - $303,678
5,719 New
5,719 $287,000

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
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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