Altus Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Altus Wealth Management, LLC

$221 Million
Q4 2024

A detailed history of Altus Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Altus Wealth Management, LLC holds 422,929 shares of DGRO stock, worth $27.1 Million. This represents 11.75% of its overall portfolio holdings.

Number of Shares

422,929

Previous 412,736 2.47%

Holding current value

$27.1 Million

Previous $25.9 Million 0.26%

% of portfolio

11.75%

Previous 12.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$60.73 - $64.94 $619,020 - $661,933	10,193 Added 2.47%	422,929 $25.9 Million
Q3 2024 Oct 17, 2024	SELL	$57.47 - $62.76 $149,307 - $163,050	-2,598 Reduced 0.63%	412,736 $25.9 Million
Q2 2024 Jul 19, 2024	BUY	$55.23 - $58.55 $247,209 - $262,069	4,476 Added 1.09%	415,334 $23.9 Million
Q1 2024 Apr 15, 2024	BUY	$53.33 - $58.06 $277,102 - $301,679	5,196 Added 1.28%	410,858 $23.9 Million
Q4 2023 Jan 25, 2024	BUY	$47.36 - $54.1 $10.7 Million - $12.3 Million	226,744 Added 126.73%	405,662 $21.8 Million
Q3 2023 Oct 16, 2023	BUY	$49.53 - $53.28 $8.86 Million - $9.53 Million	178,918 New	178,918 $8.86 Million

Others Institutions Holding DGRO

# of Institutions

1,208

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

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Altus Wealth Management, LLC Ishares Core Dividend Growth E Transaction History