Bartlett & Co. Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 6,783 shares of DGRO stock, worth $421,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,783
Previous 5,784 17.27%
Holding current value
$421,563
Previous $333 Million 27.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024
BUY
$57.47 - $62.76 $57,412 - $62,697
999 Added 17.27%
6,783 $425 Million
Q2 2024

Jul 12, 2024
BUY
$55.23 - $58.55 $16,569 - $17,565
300 Added 5.47%
5,784 $333 Million
Q4 2023

Feb 14, 2024
SELL
$47.36 - $54.1 $27,232 - $31,107
-575 Reduced 9.49%
5,484 $296 Million
Q3 2023

Feb 14, 2024
SELL
$49.53 - $53.28 $89,302 - $96,063
-1,803 Reduced 22.93%
6,059 $302 Million
Q2 2023

Feb 14, 2024
BUY
$49.08 - $51.53 $200,982 - $211,015
4,095 Added 108.71%
7,862 $405 Million
Q4 2022

Feb 14, 2024
SELL
$44.53 - $52.33 $33,976 - $39,927
-763 Reduced 16.84%
3,767 $188 Million
Q3 2022

Feb 14, 2024
BUY
$44.47 - $52.73 $28,727 - $34,063
646 Added 16.63%
4,530 $201 Million
Q2 2022

Feb 14, 2024
BUY
$45.84 - $53.69 $5,363 - $6,281
117 Added 3.11%
3,884 $185 Million
Q3 2021

Feb 13, 2024
BUY
$50.23 - $53.1 $14,466 - $15,292
288 Added 8.28%
3,767 $189 Million
Q2 2021

Feb 13, 2024
BUY
$48.57 - $51.16 $116,762 - $122,988
2,404 Added 223.63%
3,479 $175 Million
Q1 2021

Feb 13, 2024
BUY
$44.11 - $48.56 $47,418 - $52,202
1,075 New
1,075 $51.9 Million

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
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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