Balboa Wealth Partners Ishares Core Dividend Growth E Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Balboa Wealth Partners holds 8,942 shares of DGRO stock, worth $521,586. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,942
Previous 9,008 0.73%
Holding current value
$521,586
Previous $484,000 7.23%
% of portfolio
0.17%
Previous 0.16%

Shares

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

May 13, 2024
SELL
$53.33 - $58.06 $3,519 - $3,831
-66 Reduced 0.73%
8,942 $519,000
Q4 2023

Feb 09, 2024
SELL
$47.36 - $54.1 $2,841 - $3,246
-60 Reduced 0.66%
9,008 $484,000
Q3 2023

Oct 23, 2023
BUY
$49.53 - $53.28 $94,107 - $101,232
1,900 Added 26.51%
9,068 $449,000
Q2 2023

Aug 08, 2023
SELL
$49.08 - $51.53 $3,533 - $3,710
-72 Reduced 0.99%
7,168 $369,000
Q1 2023

May 11, 2023
BUY
$47.94 - $51.79 $20,710 - $22,373
432 Added 6.35%
7,240 $361,000
Q4 2022

Feb 14, 2023
BUY
$48.1 - $52.33 $5,146 - $5,599
107 Added 1.6%
6,808 $340,000
Q3 2022

Jan 04, 2023
BUY
N/A
6,701 New
6,701 $298,000

Others Institutions Holding DGRO

# of Institutions
1,044
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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