4 J Wealth Management LLC Ishares Core Dividend Growth E Transaction History

4 J Wealth Management LLC

  • $102 Million
  • Q1 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, 4 J Wealth Management LLC holds 39,351 shares of DGRO stock, worth $2.44 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
39,351
Previous 170,960 76.98%
Holding current value
$2.44 Million
Previous $10.5 Million 76.82%
% of portfolio
2.39%
Previous 9.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$60.46 - $64.42 $7.96 Million - $8.48 Million
-131,609 Reduced 76.98%
39,351 $2.43 Million
Q4 2024

Jan 23, 2025
BUY
$60.73 - $64.94 $710,237 - $759,473
11,695 Added 7.34%
170,960 $10.5 Million
Q3 2024

Oct 31, 2024
BUY
$57.47 - $62.76 $33,275 - $36,338
579 Added 0.36%
159,265 $9.98 Million
Q2 2024

Jul 17, 2024
SELL
$55.23 - $58.55 $2.58 Million - $2.73 Million
-46,661 Reduced 22.72%
158,686 $9.14 Million
Q1 2024

Apr 22, 2024
BUY
$53.33 - $58.06 $41,064 - $44,706
770 Added 0.38%
205,347 $11.9 Million
Q4 2023

Jan 22, 2024
BUY
$47.36 - $54.1 $133,081 - $152,021
2,810 Added 1.39%
204,577 $11 Million
Q3 2023

Oct 24, 2023
BUY
$49.53 - $53.28 $1.51 Million - $1.63 Million
30,578 Added 17.86%
201,767 $9.99 Million
Q2 2023

Jul 14, 2023
BUY
$49.08 - $51.53 $247,068 - $259,402
5,034 Added 3.03%
171,189 $8.82 Million
Q1 2023

Apr 21, 2023
BUY
$47.94 - $51.79 $7.71 Million - $8.33 Million
160,913 Added 3069.69%
166,155 $8.31 Million
Q4 2022

Jan 17, 2023
BUY
$44.53 - $52.33 $233,426 - $274,313
5,242 New
5,242 $0

Others Institutions Holding DGRO

# of Institutions
1,239
Shares Held
294M
Call Options Held
61.1K
Put Options Held
62.1K
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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