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

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 110,311 shares of DGRO stock, worth $6.94 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
110,311
Previous 111,748 1.29%
Holding current value
$6.94 Million
Previous $7.01 Million 3.41%
% of portfolio
1.07%
Previous 1.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$60.73 - $64.94 $87,269 - $93,318
-1,437 Reduced 1.29%
110,311 $6.77 Million
Q3 2024

Oct 07, 2024
BUY
$57.47 - $62.76 $110,284 - $120,436
1,919 Added 1.75%
111,748 $7.01 Million
Q2 2024

Jul 10, 2024
SELL
$55.23 - $58.55 $640,226 - $678,711
-11,592 Reduced 9.55%
109,829 $6.33 Million
Q1 2024

Apr 10, 2024
BUY
$53.33 - $58.06 $1.18 Million - $1.29 Million
22,193 Added 22.37%
121,421 $7.05 Million
Q4 2023

Jan 17, 2024
BUY
$47.36 - $54.1 $856,363 - $978,236
18,082 Added 22.28%
99,228 $5.34 Million
Q3 2023

Oct 10, 2023
BUY
$49.53 - $53.28 $765,238 - $823,176
15,450 Added 23.52%
81,146 $4.02 Million
Q2 2023

Jul 13, 2023
BUY
$49.08 - $51.53 $2.52 Million - $2.64 Million
51,248 Added 354.71%
65,696 $3.39 Million
Q1 2023

Apr 14, 2023
BUY
$47.94 - $51.79 $256,191 - $276,765
5,344 Added 58.7%
14,448 $722,000
Q4 2022

Jan 11, 2023
BUY
$44.53 - $52.33 $6,724 - $7,901
151 Added 1.69%
9,104 $0
Q3 2022

Oct 13, 2022
BUY
$44.47 - $52.73 $146,172 - $173,323
3,287 Added 58.01%
8,953 $398,000
Q1 2022

Apr 19, 2022
BUY
$50.66 - $56.06 $287,039 - $317,635
5,666 New
5,666 $303,000

Others Institutions Holding DGRO

# of Institutions
1,125
Shares Held
270M
Call Options Held
1.53M
Put Options Held
12.1K
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 Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email