First Foundation Advisors Ishares Core Dividend Growth E Transaction History

First Foundation Advisors

$2.59 Billion
Q4 2024

A detailed history of First Foundation Advisors transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, First Foundation Advisors holds 53,954 shares of DGRO stock, worth $3.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

53,954

Previous 45,069 19.71%

Holding current value

$3.3 Million

Previous $2.83 Million 17.13%

% of portfolio

0.13%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$60.73 - $64.94 $539,586 - $576,991	8,885 Added 19.71%	53,954 $3.31 Million
Q3 2024 Nov 13, 2024	BUY	$57.47 - $62.76 $654,123 - $714,334	11,382 Added 33.79%	45,069 $2.83 Million
Q2 2024 Aug 06, 2024	BUY	$55.23 - $58.55 $688,994 - $730,411	12,475 Added 58.81%	33,687 $1.94 Million
Q1 2024 May 09, 2024	SELL	$53.33 - $58.06 $92,207 - $100,385	-1,729 Reduced 7.54%	21,212 $1.23 Million
Q4 2023 Feb 14, 2024	BUY	$47.36 - $54.1 $15,155 - $17,312	320 Added 1.41%	22,941 $1.23 Million
Q3 2023 Nov 15, 2023	BUY	$49.53 - $53.28 $187,768 - $201,984	3,791 Added 20.13%	22,621 $1.12 Million
Q2 2023 Aug 14, 2023	BUY	$49.08 - $51.53 $175,657 - $184,425	3,579 Added 23.47%	18,830 $970,000
Q1 2023 May 12, 2023	BUY	$47.94 - $51.79 $195,067 - $210,733	4,069 Added 36.39%	15,251 $762,000
Q4 2022 Feb 14, 2023	BUY	$44.53 - $52.33 $258,363 - $303,618	5,802 Added 107.84%	11,182 $559,000
Q3 2022 Nov 10, 2022	SELL	$44.47 - $52.73 $40,067 - $47,509	-901 Reduced 14.34%	5,380 $239,000
Q2 2022 Aug 12, 2022	BUY	$45.84 - $53.69 $41,301 - $48,374	901 Added 16.75%	6,281 $299,000
Q4 2021 Feb 14, 2022	SELL	$50.43 - $55.68 $41,352 - $45,657	-820 Reduced 13.23%	5,380 $299,000
Q3 2021 Nov 15, 2021	BUY	$50.23 - $53.1 $25,115 - $26,550	500 Added 8.77%	6,200 $311,000
Q1 2021 May 18, 2021	BUY	$44.11 - $48.56 $251,427 - $276,792	5,700 New	5,700 $275,000
Q3 2017 Nov 14, 2017	SELL	N/A	-19,900 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	19,900	19,900 $623,000

Others Institutions Holding DGRO

# of Institutions

1,217

Shares Held

300M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

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

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Ishares Core Dividend Growth E Transaction History