Collaborative Wealth Managment Inc. Ishares Core Dividend Growth E Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,570 shares of DGRO stock, worth $408,062. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,570
Previous 7,778 15.53%
Holding current value
$408,062
Previous $477,000 15.09%
% of portfolio
0.2%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$60.46 - $64.42 $73,035 - $77,819
-1,208 Reduced 15.53%
6,570 $405,000
Q3 2024

Nov 12, 2024
BUY
$57.47 - $62.76 $17,815 - $19,455
310 Added 4.15%
7,778 $487,000
Q2 2024

Aug 09, 2024
SELL
$55.23 - $58.55 $21,594 - $22,893
-391 Reduced 4.98%
7,468 $430,000
Q2 2023

Aug 07, 2023
SELL
$49.08 - $51.53 $490 - $515
-10 Reduced 0.13%
7,859 $404,000
Q1 2023

May 08, 2023
BUY
$47.94 - $51.79 $9,396 - $10,150
196 Added 2.55%
7,869 $393,000
Q4 2022

Feb 10, 2023
SELL
$44.53 - $52.33 $12,379 - $14,547
-278 Reduced 3.5%
7,673 $383,000
Q2 2022

Aug 15, 2022
SELL
$45.84 - $53.69 $10,543 - $12,348
-230 Reduced 2.81%
7,951 $379,000
Q4 2021

Feb 11, 2022
BUY
$50.43 - $55.68 $5,043 - $5,568
100 Added 1.24%
8,181 $455,000
Q1 2021

May 12, 2022
BUY
$44.11 - $48.56 $356,452 - $392,413
8,081 New
8,081 $432,000

Others Institutions Holding DGRO

# of Institutions
1,239
Shares Held
294M
Call Options Held
61.1K
Put Options Held
62.1K
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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