Congress Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,766 shares of DGRO stock, worth $303,927. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,766
Previous 3,795 25.59%
Holding current value
$303,927
Previous $218,000 36.7%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$57.47 - $62.76 $55,803 - $60,939
971 Added 25.59%
4,766 $298,000
Q2 2024

Aug 13, 2024
SELL
$55.23 - $58.55 $59,758 - $63,351
-1,082 Reduced 22.19%
3,795 $218,000
Q1 2024

Apr 18, 2024
SELL
$53.33 - $58.06 $188,734 - $205,474
-3,539 Reduced 42.05%
4,877 $283,000
Q4 2023

Feb 09, 2024
SELL
$47.36 - $54.1 $138,954 - $158,729
-2,934 Reduced 25.85%
8,416 $452,000
Q3 2023

Oct 30, 2023
BUY
$49.53 - $53.28 $357,903 - $385,001
7,226 Added 175.22%
11,350 $562,000
Q2 2023

Jul 13, 2023
SELL
$49.08 - $51.53 $737,230 - $774,032
-15,021 Reduced 78.46%
4,124 $212,000
Q1 2023

Apr 14, 2023
SELL
$47.94 - $51.79 $6.1 Million - $6.59 Million
-127,166 Reduced 86.91%
19,145 $957,000
Q4 2022

Feb 02, 2023
SELL
$44.53 - $52.33 $3.22 Million - $3.79 Million
-72,383 Reduced 33.1%
146,311 $7.32 Million
Q3 2022

Nov 08, 2022
BUY
$44.47 - $52.73 $5.04 Million - $5.97 Million
113,294 Added 107.49%
218,694 $9.73 Million
Q2 2022

Aug 11, 2022
BUY
$45.84 - $53.69 $1.62 Million - $1.89 Million
35,235 Added 50.22%
105,400 $5.02 Million
Q1 2022

May 16, 2022
BUY
$50.66 - $56.06 $1.63 Million - $1.81 Million
32,232 Added 84.97%
70,165 $3.75 Million
Q4 2021

Feb 04, 2022
BUY
$50.43 - $55.68 $1.91 Million - $2.11 Million
37,933 New
37,933 $2.11 Million

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

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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