Summit Investment Advisory Services, LLC Ishares Core Dividend Growth E Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 367,949 shares of DGRO stock, worth $23.3 Million. This represents 11.64% of its overall portfolio holdings.

Number of Shares

367,949

Previous 373,780 1.56%

Holding current value

$23.3 Million

Previous $23.4 Billion 3.68%

% of portfolio

11.64%

Previous 12.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$60.73 - $64.94 $354,116 - $378,665	-5,831 Reduced 1.56%	367,949 $22.6 Billion
Q3 2024 Oct 16, 2024	BUY	$57.47 - $62.76 $21.5 Million - $23.5 Million	373,780 New	373,780 $23.4 Billion
Q1 2024 Apr 18, 2024	SELL	$53.33 - $58.06 $2.01 Million - $2.19 Million	-37,672 Reduced 8.76%	392,535 $22.8 Billion
Q4 2023 Jan 18, 2024	SELL	$47.36 - $54.1 $150,983 - $172,470	-3,188 Reduced 0.74%	430,207 $23.2 Billion
Q3 2023 Oct 10, 2023	SELL	$49.53 - $53.28 $7.67 Million - $8.25 Million	-154,812 Reduced 26.32%	433,395 $21.5 Billion
Q2 2023 Jul 26, 2023	BUY	$49.08 - $51.53 $1.79 Million - $1.88 Million	36,492 Added 6.61%	588,207 $30.3 Billion
Q1 2023 Apr 17, 2023	SELL	$47.94 - $51.79 $1.46 Million - $1.58 Million	-30,443 Reduced 5.23%	551,715 $27.6 Billion
Q4 2022 Feb 02, 2023	BUY	$44.53 - $52.33 $25.9 Million - $30.5 Million	582,158 New	582,158 $29.1 Billion

Others Institutions Holding DGRO

# of Institutions

1,212

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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Summit Investment Advisory Services, LLC Ishares Core Dividend Growth E Transaction History