Glassman Wealth Services Ishares Core Dividend Growth E Transaction History

Glassman Wealth Services

  • $494 Million
  • Q1 2024

A detailed history of Glassman Wealth Services transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Glassman Wealth Services holds 6,425 shares of DGRO stock, worth $370,144. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,425
Previous 3,132 105.14%
Holding current value
$370,144
Previous $168,000 122.02%
% of portfolio
0.08%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$53.33 - $58.06 $175,615 - $191,191
3,293 Added 105.14%
6,425 $373,000
Q4 2023

Feb 09, 2024
SELL
$47.36 - $54.1 $5,399 - $6,167
-114 Reduced 3.51%
3,132 $168,000
Q3 2023

Nov 13, 2023
SELL
$49.53 - $53.28 $15,255 - $16,410
-308 Reduced 8.67%
3,246 $160,000
Q2 2023

Aug 08, 2023
SELL
$49.08 - $51.53 $10,650 - $11,182
-217 Reduced 5.75%
3,554 $183,000
Q1 2023

May 04, 2023
SELL
$47.94 - $51.79 $306,816 - $331,456
-6,400 Reduced 62.92%
3,771 $188,000
Q4 2022

Feb 06, 2023
SELL
$48.1 - $52.33 $20,105 - $21,873
-418 Reduced 3.95%
10,171 $508,000
Q3 2022

Nov 09, 2022
SELL
N/A
-250 Reduced 2.31%
10,589 $471,000
Q1 2022

Apr 14, 2022
SELL
N/A
-129 Reduced 1.18%
10,839 $579,000
Q4 2021

Feb 14, 2022
SELL
N/A
-149 Reduced 1.34%
10,968 $610,000
Q3 2021

Nov 10, 2021
SELL
N/A
-309 Reduced 2.7%
11,117 $559,000
Q2 2021

Aug 04, 2021
SELL
N/A
-1,710 Reduced 13.02%
11,426 $575,000
Q1 2021

May 05, 2021
BUY
N/A
13,136 New
13,136 $634,000

Others Institutions Holding DGRO

# of Institutions
1,039
Shares Held
253M
Call Options Held
1.36M
Put Options Held
123K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services 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 Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email