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

Forza Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Forza Wealth Management, LLC holds 51,993 shares of DGRO stock, worth $3.32 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

51,993

Previous 51,953 0.08%

Holding current value

$3.32 Million

Previous $3.26 Billion 2.08%

% of portfolio

1.45%

Previous 1.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$60.73 - $64.94 $2,429 - $2,597	40 Added 0.08%	51,993 $3.19 Billion
Q3 2024 Oct 28, 2024	SELL	$57.47 - $62.76 $11,494 - $12,552	-200 Reduced 0.38%	51,953 $3.26 Billion
Q2 2024 Jul 17, 2024	BUY	$55.23 - $58.55 $1 Million - $1.06 Million	18,150 Added 53.38%	52,153 $3 Billion
Q1 2024 Apr 22, 2024	BUY	$53.33 - $58.06 $103,460 - $112,636	1,940 Added 6.05%	34,003 $1.97 Billion
Q4 2023 Jan 24, 2024	BUY	$47.36 - $54.1 $1.3 Million - $1.48 Million	27,400 Added 587.6%	32,063 $1.73 Billion
Q3 2023 Oct 24, 2023	BUY	$49.53 - $53.28 $230,958 - $248,444	4,663 New	4,663 $231 Million

Others Institutions Holding DGRO

# of Institutions

1,205

Shares Held

279M

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

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