A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 3,933 shares of DGRO stock, worth $249,627. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,933
Previous 11,483 65.75%
Holding current value
$249,627
Previous $704,000 65.77%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$60.73 - $64.94 $458,511 - $490,297
-7,550 Reduced 65.75%
3,933 $241,000
Q4 2024

Jan 22, 2025

BUY
$60.73 - $64.94 $480,374 - $513,675
7,910 Added 221.38%
11,483 $704,000
Q3 2024

Oct 24, 2024

BUY
$57.47 - $62.76 $205,340 - $224,241
3,573 New
3,573 $223,000
Q4 2020

Jan 15, 2021

BUY
$38.76 - $44.82 $198,528 - $229,568
5,122 New
5,122 $230,000

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


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