Archetype Wealth Partners Ishares Core Dividend Growth E Transaction History

Archetype Wealth Partners

  • $600 Million
  • Q1 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Archetype Wealth Partners holds 112,101 shares of DGRO stock, worth $6.48 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
112,101
Previous 101,597 10.34%
Holding current value
$6.48 Million
Previous $5.47 Million 19.04%
% of portfolio
1.09%
Previous 1.0%

Shares

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

May 14, 2024
BUY
$53.33 - $58.06 $560,178 - $609,862
10,504 Added 10.34%
112,101 $6.51 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $54.1 $768,131 - $877,447
16,219 Added 19.0%
101,597 $5.47 Million
Q3 2023

Nov 13, 2023
BUY
$49.53 - $53.28 $1.08 Million - $1.16 Million
21,761 Added 34.21%
85,378 $4.23 Million
Q2 2023

Aug 14, 2023
SELL
$49.08 - $51.53 $9.95 Million - $10.4 Million
-202,744 Reduced 76.12%
63,617 $3.28 Million
Q1 2023

May 10, 2023
BUY
$47.94 - $51.79 $6.65 Million - $7.18 Million
138,689 Added 108.63%
266,361 $13.3 Million
Q4 2022

Feb 14, 2023
BUY
$48.1 - $52.33 $666,425 - $725,032
13,855 Added 12.17%
127,672 $6.38 Million
Q3 2022

Nov 14, 2022
BUY
N/A
11,375 Added 11.1%
113,817 $5.06 Million
Q2 2022

Aug 15, 2022
BUY
N/A
26,813 Added 35.45%
102,442 $4.88 Million
Q1 2022

May 12, 2022
BUY
N/A
75,629 New
75,629 $4.04 Million

Others Institutions Holding DGRO

# of Institutions
1,042
Shares Held
253M
Call Options Held
1.36M
Put Options Held
123K
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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