Echo Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Echo Wealth Management, LLC

$107 Million
Q1 2024

A detailed history of Echo Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Echo Wealth Management, LLC holds 41,588 shares of DGRO stock, worth $2.4 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

41,588

Previous 55,409 24.94%

Holding current value

$2.4 Million

Previous $2.98 Million 19.05%

% of portfolio

2.26%

Previous 3.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$53.33 - $58.06 $737,073 - $802,447	-13,821 Reduced 24.94%	41,588 $2.41 Million
Q4 2023 Jan 17, 2024	SELL	$47.36 - $54.1 $636,897 - $727,536	-13,448 Reduced 19.53%	55,409 $2.98 Million
Q3 2023 Oct 20, 2023	BUY	$49.53 - $53.28 $178,060 - $191,541	3,595 Added 5.51%	68,857 $3.41 Million
Q2 2023 Jul 31, 2023	SELL	$49.08 - $51.53 $76,270 - $80,077	-1,554 Reduced 2.33%	65,262 $3.36 Million
Q1 2023 Apr 28, 2023	SELL	$47.94 - $51.79 $212,518 - $229,585	-4,433 Reduced 6.22%	66,816 $3.34 Million

Q4 2022 Jan 30, 2023	SELL	$48.1 - $52.33 $1.69 Million - $1.83 Million	-35,046 Reduced 32.97%	71,249 $3.56 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-19,242 Reduced 15.33%	106,295 $5.03 Million
Q2 2022 Jul 29, 2022	BUY	N/A	25,387 Added 25.35%	125,537 $6.08 Million
Q1 2022 May 16, 2022	BUY	N/A	599 Added 0.6%	100,150 $5.26 Million
Q4 2021 Jan 18, 2022	SELL	N/A	-15,355 Reduced 13.36%	99,551 $5.54 Million
Q3 2021 Oct 22, 2021	SELL	N/A	-5,039 Reduced 4.2%	114,906 $5.9 Million
Q2 2021 Jul 14, 2021	BUY	N/A	1,369 Added 1.15%	119,945 $6.06 Million
Q1 2021 Apr 07, 2021	SELL	N/A	-41,301 Reduced 25.83%	118,576 $5.72 Million
Q4 2020 Feb 22, 2021	BUY	N/A	159,877 New	159,877 $7.17 Million

Others Institutions Holding DGRO

# of Institutions

1,040

Shares Held

253M

Call Options Held

1.36M

Put Options Held

123K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Echo Wealth Management, LLC Ishares Core Dividend Growth E Transaction History