Beaumont Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 191,073 shares of DGRO stock, worth $12.3 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

191,073

Previous 184,929 3.32%

Holding current value

$12.3 Million

Previous $11.6 Million 1.1%

% of portfolio

1.03%

Previous 1.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$60.73 - $64.94 $373,125 - $398,991	6,144 Added 3.32%	191,073 $11.7 Million
Q3 2024 Oct 09, 2024	BUY	$57.47 - $62.76 $34,309 - $37,467	597 Added 0.32%	184,929 $11.6 Million
Q2 2024 Jul 24, 2024	BUY	$55.23 - $58.55 $322,598 - $341,990	5,841 Added 3.27%	184,332 $10.6 Million
Q1 2024 May 10, 2024	SELL	$53.33 - $58.06 $2.36 Million - $2.57 Million	-44,199 Reduced 19.85%	178,491 $10.4 Million
Q4 2023 Jan 31, 2024	SELL	$47.36 - $54.1 $1.37 Million - $1.56 Million	-28,915 Reduced 11.49%	222,690 $12 Million
Q3 2023 Nov 01, 2023	BUY	$49.53 - $53.28 $48,836 - $52,534	986 Added 0.39%	251,605 $12.5 Million
Q2 2023 Aug 02, 2023	BUY	$49.08 - $51.53 $1.04 Million - $1.1 Million	21,260 Added 9.27%	250,619 $12.9 Million
Q1 2023 May 08, 2023	SELL	$47.94 - $51.79 $27,469 - $29,675	-573 Reduced 0.25%	229,359 $11.5 Million
Q4 2022 Jan 25, 2023	BUY	$44.53 - $52.33 $10.2 Million - $12 Million	229,932 New	229,932 $0

Others Institutions Holding DGRO

# of Institutions

1,205

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Beaumont Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History