Shore Haven Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 27,504 shares of DGRO stock, worth $1.75 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

27,504

Previous 36,340 24.31%

Holding current value

$1.75 Million

Previous $2.28 Million 25.94%

% of portfolio

0.83%

Previous 1.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$60.73 - $64.94 $536,610 - $573,809	-8,836 Reduced 24.31%	27,504 $1.69 Million
Q3 2024 Oct 24, 2024	BUY	$57.47 - $62.76 $573,550 - $626,344	9,980 Added 37.86%	36,340 $2.28 Million
Q2 2024 Jul 24, 2024	SELL	$55.23 - $58.55 $161,934 - $171,668	-2,932 Reduced 10.01%	26,360 $1.52 Million
Q1 2024 May 02, 2024	BUY	$53.33 - $58.06 $78,608 - $85,580	1,474 Added 5.3%	29,292 $1.7 Million
Q4 2023 Feb 06, 2024	BUY	$47.36 - $54.1 $19,275 - $22,018	407 Added 1.48%	27,818 $1.5 Million
Q3 2023 Oct 24, 2023	SELL	$49.53 - $53.28 $57,454 - $61,804	-1,160 Reduced 4.06%	27,411 $1.36 Million
Q2 2023 Jul 19, 2023	SELL	$49.08 - $51.53 $392 - $412	-8 Reduced 0.03%	28,571 $1.47 Million
Q1 2023 Apr 14, 2023	SELL	$47.94 - $51.79 $5,992 - $6,473	-125 Reduced 0.44%	28,579 $1.43 Million
Q4 2022 Jan 24, 2023	SELL	$44.53 - $52.33 $34,288 - $40,294	-770 Reduced 2.61%	28,704 $0
Q3 2022 Nov 09, 2022	BUY	$44.47 - $52.73 $24,102 - $28,579	542 Added 1.87%	29,474 $1.31 Million
Q2 2022 Aug 01, 2022	SELL	$45.84 - $53.69 $790,969 - $926,420	-17,255 Reduced 37.36%	28,932 $1.38 Million
Q1 2022 May 13, 2022	SELL	$50.66 - $56.06 $20,112 - $22,255	-397 Reduced 0.85%	46,187 $2.47 Million
Q4 2021 Jan 21, 2022	SELL	$50.43 - $55.68 $10,943 - $12,082	-217 Reduced 0.46%	46,584 $2.59 Million
Q3 2021 Oct 28, 2021	BUY	$50.23 - $53.1 $360,500 - $381,098	7,177 Added 18.11%	46,801 $2.35 Million
Q2 2021 Aug 16, 2021	BUY	$48.57 - $51.16 $211,279 - $222,545	4,350 Added 12.33%	39,624 $2 Million
Q1 2021 May 13, 2021	SELL	$44.11 - $48.56 $18,349 - $20,200	-416 Reduced 1.17%	35,274 $1.7 Million
Q4 2020 Feb 10, 2021	BUY	$38.76 - $44.82 $1.38 Million - $1.6 Million	35,690 New	35,690 $1.6 Million

Others Institutions Holding DGRO

# of Institutions

1,206

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Shore Haven Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History