A detailed history of National Wealth Management Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,556 shares of DGRO stock, worth $424,304. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,556
Previous 6,190 5.91%
Holding current value
$424,304
Previous $357 Million 15.25%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Nov 13, 2024

BUY
$57.47 - $62.76 $21,034 - $22,970
366 Added 5.91%
6,556 $411 Million
Q2 2024

Aug 09, 2024

SELL
$55.23 - $58.55 $1,712 - $1,815
-31 Reduced 0.5%
6,190 $357 Million
Q1 2024

May 17, 2024

SELL
$53.33 - $58.06 $10,079 - $10,973
-189 Reduced 2.95%
6,221 $361 Million
Q4 2023

Feb 01, 2024

BUY
$47.36 - $54.1 $303,577 - $346,781
6,410 New
6,410 $345 Million
Q2 2023

Aug 09, 2023

SELL
$49.08 - $51.53 $16,392 - $17,211
-334 Reduced 7.69%
4,011 $210 Million
Q1 2023

May 15, 2023

BUY
$47.94 - $51.79 $208,299 - $225,027
4,345 New
4,345 $216 Million
Q4 2022

Nov 17, 2023

SELL
$44.53 - $52.33 $5,833 - $6,855
-131 Reduced 1.42%
9,088 $454 Million
Q3 2022

Nov 17, 2023

BUY
$44.47 - $52.73 $409,968 - $486,117
9,219 New
9,219 $410 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


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