Summit Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 21,016 shares of DGRO stock, worth $1.35 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,016
Previous 20,916 0.48%
Holding current value
$1.35 Million
Previous $1.2 Billion 9.33%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 28, 2024
BUY
$57.47 - $62.76 $5,747 - $6,276
100 Added 0.48%
21,016 $1.32 Billion
Q2 2024

Sep 11, 2024
BUY
$55.23 - $58.55 $5,909 - $6,264
107 Added 0.51%
20,916 $1.2 Billion
Q1 2024

Sep 11, 2024
BUY
$53.33 - $58.06 $5,972 - $6,502
112 Added 0.54%
20,809 $1.21 Billion
Q4 2023

Sep 11, 2024
BUY
$47.36 - $54.1 $14,255 - $16,284
301 Added 1.48%
20,697 $1.11 Billion
Q2 2023

Sep 11, 2024
BUY
$49.08 - $51.53 $3,386 - $3,555
69 Added 0.34%
20,396 $1.05 Billion
Q1 2023

Sep 11, 2024
BUY
$47.94 - $51.79 $5,896 - $6,370
123 Added 0.61%
20,327 $1.02 Billion
Q4 2022

Sep 11, 2024
BUY
$44.53 - $52.33 $7,481 - $8,791
168 Added 0.84%
20,204 $1.01 Billion
Q3 2022

Sep 11, 2024
BUY
$44.47 - $52.73 $6,626 - $7,856
149 Added 0.75%
20,036 $891 Million
Q2 2022

Sep 11, 2024
BUY
$45.84 - $53.69 $4,492 - $5,261
98 Added 0.5%
19,887 $947 Million
Q1 2022

Sep 11, 2024
BUY
$50.66 - $56.06 $4,863 - $5,381
96 Added 0.49%
19,789 $1.06 Billion
Q4 2021

Sep 10, 2024
BUY
$50.43 - $55.68 $152,399 - $168,264
3,022 Added 18.13%
19,693 $1.09 Billion
Q3 2021

Sep 10, 2024
BUY
$50.23 - $53.1 $4,118 - $4,354
82 Added 0.49%
16,671 $838 Million
Q2 2021

Sep 10, 2024
BUY
$48.57 - $51.16 $4,128 - $4,348
85 Added 0.52%
16,589 $835 Million
Q1 2021

Sep 10, 2024
BUY
$44.11 - $48.56 $3,925 - $4,321
89 Added 0.54%
16,504 $797 Million
Q4 2020

Sep 10, 2024
BUY
$38.76 - $44.82 $3,914 - $4,526
101 Added 0.62%
16,415 $736 Million
Q3 2020

Sep 10, 2024
BUY
$37.36 - $41.95 $4,072 - $4,572
109 Added 0.67%
16,314 $649 Million
Q2 2020

Sep 10, 2024
BUY
$31.16 - $40.84 $3,240 - $4,247
104 Added 0.65%
16,205 $609 Million
Q1 2020

Sep 10, 2024
BUY
$27.99 - $43.13 $3,414 - $5,261
122 Added 0.76%
16,101 $525 Million
Q4 2019

Sep 09, 2024
BUY
$37.88 - $42.2 $605,284 - $674,313
15,979 New
15,979 $672 Million

Others Institutions Holding DGRO

# of Institutions
1,115
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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