Insight Wealth Strategies, LLC Ishares Core Dividend Growth E Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 12,110 shares of DGRO stock, worth $758,449. This represents 0.1% of its overall portfolio holdings.

Number of Shares

12,110

Previous 12,423 2.52%

Holding current value

$758,449

Previous $721,000 3.33%

% of portfolio

0.1%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$55.23 - $58.55 $17,286 - $18,326	-313 Reduced 2.52%	12,110 $697,000
Q1 2024 Apr 05, 2024	SELL	$53.33 - $58.06 $12,372 - $13,469	-232 Reduced 1.83%	12,423 $721,000
Q4 2023 Jan 12, 2024	SELL	$47.36 - $54.1 $2,510 - $2,867	-53 Reduced 0.42%	12,655 $681,000
Q3 2023 Oct 13, 2023	SELL	$49.53 - $53.28 $88,559 - $95,264	-1,788 Reduced 12.33%	12,708 $629,000
Q2 2023 Jul 14, 2023	SELL	$49.08 - $51.53 $2,846 - $2,988	-58 Reduced 0.4%	14,496 $746,000
Q1 2023 Apr 06, 2023	SELL	$47.94 - $51.79 $431 - $466	-9 Reduced 0.06%	14,554 $727,000
Q4 2022 Jan 06, 2023	BUY	$44.53 - $52.33 $2,003 - $2,354	45 Added 0.31%	14,563 $0
Q2 2022 Jul 01, 2022	SELL	$45.84 - $53.69 $260,142 - $304,690	-5,675 Reduced 28.1%	14,518 $692,000
Q1 2022 Apr 12, 2022	BUY	$50.66 - $56.06 $234,049 - $258,997	4,620 Added 29.67%	20,193 $1.08 Million
Q4 2021 Jan 31, 2022	SELL	$50.43 - $55.68 $1.1 Million - $1.21 Million	-21,740 Reduced 58.26%	15,573 $866,000
Q3 2021 Oct 28, 2021	BUY	$50.23 - $53.1 $19,941 - $21,080	397 Added 1.08%	37,313 $1.88 Million
Q2 2021 Aug 12, 2021	BUY	$48.57 - $51.16 $813,741 - $857,134	16,754 Added 83.1%	36,916 $1.86 Million
Q1 2021 May 12, 2021	BUY	$44.11 - $48.56 $213,404 - $234,933	4,838 Added 31.57%	20,162 $973,000
Q4 2020 Feb 05, 2021	SELL	$38.76 - $44.82 $87,830 - $101,562	-2,266 Reduced 12.88%	15,324 $687,000
Q3 2020 Oct 29, 2020	SELL	$37.36 - $41.95 $37,023 - $41,572	-991 Reduced 5.33%	17,590 $700,000
Q2 2020 Jul 31, 2020	SELL	$31.16 - $40.84 $884,445 - $1.16 Million	-28,384 Reduced 60.44%	18,581 $699,000
Q1 2020 Apr 21, 2020	SELL	$27.99 - $43.13 $72,214 - $111,275	-2,580 Reduced 5.21%	46,965 $1.53 Million
Q4 2019 Feb 21, 2020	BUY	$37.88 - $42.2 $153,262 - $170,741	4,046 Added 8.89%	49,545 $2.08 Million
Q3 2019 Nov 06, 2019	BUY	$38.89 - $39.54 $1.18 Million - $1.2 Million	30,340 Added 200.15%	45,499 $1.78 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-19,193 Reduced 55.87%	15,159 $579,000
Q1 2019 Apr 24, 2019	BUY	N/A	6,841 Added 24.87%	34,352 $1.26 Million
Q4 2018 Feb 12, 2019	BUY	N/A	27,511 New	27,511 $913,000

Others Institutions Holding DGRO

# of Institutions

1,057

Shares Held

263M

Call Options Held

306K

Put Options Held

163K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Insight Wealth Strategies, LLC Ishares Core Dividend Growth E Transaction History