Alterna Wealth Management, Inc Ishares Core Dividend Growth E Transaction History

Alterna Wealth Management, Inc

  • $115 Million
  • Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 6,854 shares of DGRO stock, worth $421,658. This represents 0.36% of its overall portfolio holdings.

Number of Shares
6,854
Previous 6,854 -0.0%
Holding current value
$421,658
Previous $429,000 2.1%
% of portfolio
0.36%
Previous 0.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$53.33 - $58.06 $16,265 - $17,708
305 Added 4.66%
6,854 $397,000
Q4 2023

Feb 06, 2024
BUY
$47.36 - $54.1 $109,401 - $124,971
2,310 Added 54.49%
6,549 $352,000
Q3 2023

Nov 13, 2023
SELL
$49.53 - $53.28 $7,280 - $7,832
-147 Reduced 3.35%
4,239 $209,000
Q1 2023

May 26, 2023
SELL
$47.94 - $51.79 $1,725 - $1,864
-36 Reduced 0.81%
4,386 $219,000
Q4 2022

Feb 13, 2023
BUY
$44.53 - $52.33 $196,911 - $231,403
4,422 New
4,422 $221,000
Q4 2021

Feb 10, 2022
SELL
$50.43 - $55.68 $435,765 - $481,130
-8,641 Closed
0 $0
Q2 2020

Jul 27, 2020
SELL
$31.16 - $40.84 $362,016 - $474,479
-11,618 Reduced 57.35%
8,641 $325,000
Q1 2020

May 08, 2020
SELL
$27.99 - $43.13 $268,032 - $413,012
-9,576 Reduced 32.1%
20,259 $660,000
Q3 2019

Nov 12, 2019
SELL
$38.89 - $39.54 $173,293 - $176,190
-4,456 Reduced 12.99%
29,835 $1.17 Million
Q2 2019

Aug 14, 2019
BUY
N/A
20,545 Added 149.46%
34,291 $1.31 Million
Q1 2019

May 13, 2019
BUY
N/A
416 Added 3.12%
13,746 $505,000
Q4 2018

Mar 04, 2019
BUY
N/A
13,330 New
13,330 $442,000

Others Institutions Holding DGRO

# of Institutions
1,214
Shares Held
279M
Call Options Held
62.4K
Put Options Held
33.8K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email