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

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 7,943 shares of DGRO stock, worth $506,525. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,943
Previous 8,012 0.86%
Holding current value
$506,525
Previous $461,000 7.81%
% of portfolio
0.28%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$57.47 - $62.76 $3,965 - $4,330
-69 Reduced 0.86%
7,943 $497,000
Q2 2024

Jul 31, 2024
SELL
$55.23 - $58.55 $4,031 - $4,274
-73 Reduced 0.9%
8,012 $461,000
Q1 2024

Apr 29, 2024
SELL
$53.33 - $58.06 $22,558 - $24,559
-423 Reduced 4.97%
8,085 $469,000
Q4 2023

Feb 05, 2024
SELL
$47.36 - $54.1 $14,634 - $16,716
-309 Reduced 3.5%
8,508 $457,000
Q3 2023

Oct 24, 2023
BUY
$49.53 - $53.28 $990 - $1,065
20 Added 0.23%
8,817 $436,000
Q2 2023

Jul 31, 2023
BUY
$49.08 - $51.53 $49 - $51
1 Added 0.01%
8,797 $453,000
Q1 2023

Apr 10, 2023
BUY
$47.94 - $51.79 $47 - $51
1 Added 0.01%
8,796 $439,000
Q4 2022

Jan 25, 2023
BUY
$44.53 - $52.33 $4,809 - $5,651
108 Added 1.24%
8,795 $0
Q3 2022

Nov 14, 2022
SELL
$44.47 - $52.73 $5,692 - $6,749
-128 Reduced 1.45%
8,687 $386,000
Q2 2022

Aug 12, 2022
SELL
$45.84 - $53.69 $733 - $859
-16 Reduced 0.18%
8,815 $420,000
Q1 2022

Apr 14, 2022
BUY
$50.66 - $56.06 $10,638 - $11,772
210 Added 2.44%
8,831 $472,000
Q4 2021

Feb 14, 2022
BUY
$50.43 - $55.68 $434,757 - $480,017
8,621 New
8,621 $479,000

Others Institutions Holding DGRO

# of Institutions
1,113
Shares Held
268M
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
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