Buckingham Strategic Wealth, LLC Ishares Core Dividend Growth E Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 8,495 shares of DGRO stock, worth $545,888. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,495

Previous 15,748 46.06%

Holding current value

$545,888

Previous $914,000 46.5%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$55.23 - $58.55 $400,583 - $424,663	-7,253 Reduced 46.06%	8,495 $489,000
Q1 2024 May 09, 2024	SELL	$53.33 - $58.06 $594,682 - $647,427	-11,151 Reduced 41.46%	15,748 $914,000
Q4 2023 Feb 14, 2024	BUY	$47.36 - $54.1 $1.06 Million - $1.21 Million	22,290 Added 483.62%	26,899 $1.45 Million
Q3 2023 Nov 13, 2023	BUY	$49.53 - $53.28 $16,493 - $17,742	333 Added 7.79%	4,609 $228,000
Q2 2023 Aug 11, 2023	SELL	$49.08 - $51.53 $1,570 - $1,648	-32 Reduced 0.74%	4,276 $220,000
Q4 2022 Feb 13, 2023	SELL	$44.53 - $52.33 $332,238 - $390,434	-7,461 Reduced 63.4%	4,308 $215,000
Q3 2022 Nov 07, 2022	BUY	$44.47 - $52.73 $223,595 - $265,126	5,028 Added 74.59%	11,769 $523,000
Q2 2022 Aug 12, 2022	SELL	$45.84 - $53.69 $175,567 - $205,632	-3,830 Reduced 36.23%	6,741 $321,000
Q1 2022 May 10, 2022	SELL	$50.66 - $56.06 $21,074 - $23,320	-416 Reduced 3.79%	10,571 $565,000
Q4 2021 Feb 09, 2022	SELL	$50.43 - $55.68 $1.21 Million - $1.33 Million	-23,968 Reduced 68.57%	10,987 $611,000
Q3 2021 Nov 10, 2021	BUY	$50.23 - $53.1 $379,136 - $400,798	7,548 Added 27.54%	34,955 $1.76 Million
Q2 2021 Aug 06, 2021	BUY	$48.57 - $51.16 $381,274 - $401,606	7,850 Added 40.14%	27,407 $1.38 Million
Q1 2021 Apr 30, 2021	BUY	$44.11 - $48.56 $179,615 - $197,736	4,072 Added 26.3%	19,557 $944,000
Q4 2020 Feb 16, 2021	BUY	$38.76 - $44.82 $600,198 - $694,037	15,485 New	15,485 $694,000

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

Ticker DGRO
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Buckingham Strategic Wealth, LLC Ishares Core Dividend Growth E Transaction History