A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,413 shares of DGRO stock, worth $659,214. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,413
Previous 22,028 48.19%
Holding current value
$659,214
Previous $1.19 Billion 44.11%
% of portfolio
0.03%
Previous 0.06%

Shares

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

May 07, 2024

SELL
$53.33 - $58.06 $566,097 - $616,306
-10,615 Reduced 48.19%
11,413 $663 Million
Q4 2023

Apr 15, 2024

BUY
$47.36 - $54.1 $1.04 Million - $1.19 Million
22,028 New
22,028 $1.19 Billion

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.