Evermay Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 7,275 shares of DGRO stock, worth $463,926. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,275
Previous 7,064 2.99%
Holding current value
$463,926
Previous $406,000 12.32%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 25, 2024
BUY
$57.47 - $62.76 $12,126 - $13,242
211 Added 2.99%
7,275 $456,000
Q1 2024

May 13, 2024
BUY
$53.33 - $58.06 $83,194 - $90,573
1,560 Added 28.34%
7,064 $410,000
Q4 2023

Feb 09, 2024
BUY
$47.36 - $54.1 $4,025 - $4,598
85 Added 1.57%
5,504 $296,000
Q3 2023

Nov 13, 2023
BUY
$49.53 - $53.28 $8,915 - $9,590
180 Added 3.44%
5,419 $268,000
Q2 2023

Aug 10, 2023
SELL
$49.08 - $51.53 $36,810 - $38,647
-750 Reduced 12.52%
5,239 $269,000
Q1 2023

May 15, 2023
SELL
$47.94 - $51.79 $5,992 - $6,473
-125 Reduced 2.04%
5,989 $299,000
Q4 2022

Jan 19, 2023
SELL
$44.53 - $52.33 $158,170 - $185,876
-3,552 Reduced 36.75%
6,114 $0
Q3 2022

Nov 14, 2022
BUY
$44.47 - $52.73 $106,861 - $126,710
2,403 Added 33.09%
9,666 $430,000
Q2 2022

Aug 15, 2022
SELL
$45.84 - $53.69 $63,167 - $73,984
-1,378 Reduced 15.95%
7,263 $346,000
Q1 2022

May 16, 2022
BUY
$50.66 - $56.06 $122,445 - $135,497
2,417 Added 38.83%
8,641 $462,000
Q4 2021

Feb 14, 2022
BUY
$50.43 - $55.68 $136,967 - $151,226
2,716 Added 77.42%
6,224 $346,000
Q3 2021

Nov 12, 2021
BUY
$50.23 - $53.1 $74,591 - $78,853
1,485 Added 73.41%
3,508 $176,000
Q2 2021

Aug 13, 2021
BUY
$48.57 - $51.16 $98,257 - $103,496
2,023 New
2,023 $102,000

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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