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

Alterna Wealth Management, Inc

  • $128 Million
  • Q1 2025

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 9,987 shares of DGRO stock, worth $653,349. This represents 0.48% of its overall portfolio holdings.

Number of Shares
9,987
Previous 6,854 45.71%
Holding current value
$653,349
Previous $420,000 46.67%
% of portfolio
0.48%
Previous 0.36%

Shares

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

Apr 28, 2025
BUY
$60.46 - $64.42 $189,421 - $201,827
3,133 Added 45.71%
9,987 $616,000
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
1,259
Shares Held
295M
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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