Future Financial Wealth Managment LLC Ishares Core Dividend Growth E Transaction History

Future Financial Wealth Managment LLC

$138 Million
Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 5,912 shares of DGRO stock, worth $369,736. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,912

Previous 5,948 0.61%

Holding current value

$369,736

Previous $342,000 8.19%

% of portfolio

0.27%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$57.47 - $62.76 $2,068 - $2,259	-36 Reduced 0.61%	5,912 $370,000
Q2 2024 Jul 16, 2024	SELL	$55.23 - $58.55 $246,104 - $260,898	-4,456 Reduced 42.83%	5,948 $342,000
Q1 2024 Apr 15, 2024	SELL	$53.33 - $58.06 $17,332 - $18,869	-325 Reduced 3.03%	10,404 $604,000
Q4 2023 Jan 18, 2024	BUY	$47.36 - $54.1 $1,562 - $1,785	33 Added 0.31%	10,729 $577,000
Q3 2023 Oct 20, 2023	SELL	$49.53 - $53.28 $2,823 - $3,036	-57 Reduced 0.53%	10,696 $529,000
Q2 2023 Jul 18, 2023	SELL	$49.08 - $51.53 $27,779 - $29,165	-566 Reduced 5.0%	10,753 $554,000
Q1 2023 Apr 04, 2023	SELL	$47.94 - $51.79 $452,313 - $488,638	-9,435 Reduced 45.46%	11,319 $565,000
Q4 2022 Jan 05, 2023	BUY	$44.53 - $52.33 $8,816 - $10,361	198 Added 0.96%	20,754 $0
Q3 2022 Oct 13, 2022	BUY	$44.47 - $52.73 $9,872 - $11,706	222 Added 1.09%	20,556 $979,000
Q1 2022 May 03, 2022	BUY	$50.66 - $56.06 $33,030 - $36,551	652 Added 3.31%	20,334 $1.09 Million
Q4 2021 Jan 07, 2022	BUY	$50.43 - $55.68 $74,031 - $81,738	1,468 Added 8.06%	19,682 $1.1 Million
Q2 2021 Aug 04, 2021	BUY	$48.57 - $51.16 $285,105 - $300,309	5,870 Added 47.55%	18,214 $917,000
Q1 2021 May 05, 2021	BUY	$44.11 - $48.56 $81,956 - $90,224	1,858 Added 17.72%	12,344 $596,000
Q4 2020 Feb 03, 2021	BUY	$38.76 - $44.82 $406,437 - $469,982	10,486 New	10,486 $470,000

Others Institutions Holding DGRO

# of Institutions

1,116

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Future Financial Wealth Managment LLC Ishares Core Dividend Growth E Transaction History