A detailed history of Fortis Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Fortis Advisors, LLC holds 6,376 shares of DGRO stock, worth $401,560. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,376
Previous 3,241 96.73%
Holding current value
$401,560
Previous $186,000 114.52%
% of portfolio
0.31%
Previous 0.15%

Shares

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

Nov 07, 2024

BUY
$57.47 - $62.76 $180,168 - $196,752
3,135 Added 96.73%
6,376 $399,000
Q2 2024

Aug 08, 2024

BUY
$55.23 - $58.55 $13,144 - $13,934
238 Added 7.93%
3,241 $186,000
Q1 2024

May 13, 2024

BUY
$53.33 - $58.06 $160,149 - $174,354
3,003 New
3,003 $174,000
Q3 2023

Nov 13, 2023

BUY
$49.53 - $53.28 $15,701 - $16,889
317 Added 223.24%
459 $22,000
Q2 2023

Aug 14, 2023

BUY
$49.08 - $51.53 $49 - $51
1 Added 0.71%
142 $7,000
Q1 2023

May 09, 2023

BUY
$47.94 - $51.79 $6,759 - $7,302
141 New
141 $7,000

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


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

Track Fortis Advisors, LLC Portfolio

Follow Fortis 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 Fortis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Advisors, LLC with notifications on news.