Cardinal Point Wealth Management Partners, LLC Ishares Core Dividend Growth E Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 14,471 shares of DGRO stock, worth $860,735. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,471
Previous 11,497 25.87%
Holding current value
$860,735
Previous $574,000 25.96%
% of portfolio
0.22%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$47.94 - $51.79 $142,573 - $154,023
2,974 Added 25.87%
14,471 $723,000
Q4 2022

Feb 07, 2023
BUY
$44.53 - $52.33 $267 - $313
6 Added 0.05%
11,497 $574,000
Q3 2022

Nov 02, 2022
BUY
$44.47 - $52.73 $311 - $369
7 Added 0.06%
11,491 $518,000
Q2 2022

Jul 19, 2022
BUY
$45.84 - $53.69 $526,426 - $616,575
11,484 New
11,484 $547,000

Others Institutions Holding DGRO

# of Institutions
1,217
Shares Held
300M
Call Options Held
62.4K
Put Options Held
33.8K
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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