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

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 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 12,089 shares of DGRO stock, worth $761,365. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,089
Previous 12,110 0.17%
Holding current value
$761,365
Previous $697,000 8.61%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 07, 2024
SELL
$57.47 - $62.76 $1,206 - $1,317
-21 Reduced 0.17%
12,089 $757,000
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
1,112
Shares Held
268M
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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