A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 13,502 shares of DGRO stock, worth $843,064. This represents 0.74% of its overall portfolio holdings.

Number of Shares
13,502
Previous 14,959 9.74%
Holding current value
$843,064
Previous $868,000 10.48%
% of portfolio
0.74%
Previous 0.79%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$55.23 - $58.55 $80,470 - $85,307
-1,457 Reduced 9.74%
13,502 $777,000
Q1 2024

May 13, 2024

SELL
$53.33 - $58.06 $17,812 - $19,392
-334 Reduced 2.18%
14,959 $868,000
Q4 2023

Feb 02, 2024

SELL
$47.36 - $54.1 $1.61 Million - $1.84 Million
-34,056 Reduced 69.01%
15,293 $823,000
Q3 2023

Nov 06, 2023

BUY
$49.53 - $53.28 $1.6 Million - $1.73 Million
32,393 Added 191.04%
49,349 $2.44 Million
Q2 2023

Aug 07, 2023

SELL
$49.08 - $51.53 $40,883 - $42,924
-833 Reduced 4.68%
16,956 $873,000
Q1 2023

May 02, 2023

SELL
$47.94 - $51.79 $40,940 - $44,228
-854 Reduced 4.58%
17,789 $889,000
Q4 2022

Jan 30, 2023

SELL
$44.53 - $52.33 $85,453 - $100,421
-1,919 Reduced 9.33%
18,643 $932,000
Q3 2022

Nov 09, 2022

SELL
$44.47 - $52.73 $13,385 - $15,871
-301 Reduced 1.44%
20,562 $914,000
Q2 2022

Jul 25, 2022

SELL
$45.84 - $53.69 $84,895 - $99,433
-1,852 Reduced 8.15%
20,863 $994,000
Q1 2022

May 05, 2022

BUY
$50.66 - $56.06 $482,789 - $534,251
9,530 Added 72.28%
22,715 $1.21 Million
Q4 2021

Feb 03, 2022

SELL
$50.43 - $55.68 $36,007 - $39,755
-714 Reduced 5.14%
13,185 $733,000
Q3 2021

Nov 03, 2021

SELL
$50.23 - $53.1 $388,981 - $411,206
-7,744 Reduced 35.78%
13,899 $698,000
Q2 2021

Jul 30, 2021

SELL
$48.57 - $51.16 $1.66 Million - $1.75 Million
-34,205 Reduced 61.25%
21,643 $1.09 Million
Q1 2021

May 07, 2021

BUY
$44.11 - $48.56 $810,565 - $892,338
18,376 Added 49.04%
55,848 $2.7 Million
Q4 2020

Jan 22, 2021

BUY
$38.76 - $44.82 $1.03 Million - $1.2 Million
26,689 Added 247.51%
37,472 $1.68 Million
Q3 2020

Oct 19, 2020

SELL
$37.36 - $41.95 $31,046 - $34,860
-831 Reduced 7.16%
10,783 $429,000
Q2 2020

Jul 17, 2020

SELL
$31.16 - $40.84 $1.36 Million - $1.78 Million
-43,628 Reduced 78.98%
11,614 $437,000
Q1 2020

May 08, 2020

SELL
$27.99 - $43.13 $12.8 Million - $19.7 Million
-457,796 Reduced 89.23%
55,242 $1.8 Million
Q4 2019

Feb 14, 2020

BUY
$37.88 - $42.2 $19.4 Million - $21.7 Million
513,038 New
513,038 $21.6 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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