A detailed history of Alta Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,693 shares of DGRO stock, worth $490,582. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,693
Previous 7,499 2.59%
Holding current value
$490,582
Previous $432,000 11.57%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Oct 18, 2024

BUY
$57.47 - $62.76 $11,149 - $12,175
194 Added 2.59%
7,693 $482,000
Q2 2024

Jul 24, 2024

SELL
$55.23 - $58.55 $37,004 - $39,228
-670 Reduced 8.2%
7,499 $432,000
Q1 2024

May 01, 2024

BUY
$53.33 - $58.06 $1,173 - $1,277
22 Added 0.27%
8,169 $474,000
Q4 2023

Feb 12, 2024

SELL
$47.36 - $54.1 $11,840 - $13,525
-250 Reduced 2.98%
8,147 $438,000
Q2 2023

Jul 17, 2023

BUY
$49.08 - $51.53 $981 - $1,030
20 Added 0.24%
8,397 $432,000
Q1 2023

Apr 21, 2023

BUY
$47.94 - $51.79 $1,102 - $1,191
23 Added 0.28%
8,377 $418,000
Q4 2022

Jan 20, 2023

BUY
$44.53 - $52.33 $72,851 - $85,611
1,636 Added 24.35%
8,354 $0
Q3 2022

Oct 17, 2022

BUY
$44.47 - $52.73 $1,556 - $1,845
35 Added 0.52%
6,718 $299,000
Q2 2022

Jul 28, 2022

BUY
$45.84 - $53.69 $62,754 - $73,501
1,369 Added 25.76%
6,683 $318,000
Q1 2022

Apr 27, 2022

SELL
$50.66 - $56.06 $67,377 - $74,559
-1,330 Reduced 20.02%
5,314 $284,000
Q4 2021

Feb 14, 2022

BUY
$50.43 - $55.68 $1,412 - $1,559
28 Added 0.42%
6,644 $369,000
Q3 2021

Oct 13, 2021

BUY
$50.23 - $53.1 $1,255 - $1,327
25 Added 0.38%
6,616 $332,000
Q2 2021

Aug 02, 2021

BUY
$48.57 - $51.16 $1,262 - $1,330
26 Added 0.4%
6,591 $332,000
Q1 2021

Apr 20, 2021

BUY
$44.11 - $48.56 $1,279 - $1,408
29 Added 0.44%
6,565 $317,000
Q4 2020

Feb 08, 2021

BUY
$38.76 - $44.82 $253,335 - $292,943
6,536 New
6,536 $293,000

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


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