A detailed history of Ifg Advisory, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Ifg Advisory, LLC holds 66,130 shares of CGDV stock, worth $2.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
66,130
Previous 39,130 69.0%
Holding current value
$2.68 Million
Previous $1.39 Million 87.3%
% of portfolio
0.14%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$31.93 - $39.49 $862,110 - $1.07 Million
27,000 Added 69.0%
66,130 $2.61 Million
Q1 2025

May 08, 2025

BUY
$34.95 - $37.36 $451,344 - $482,467
12,914 Added 49.26%
39,130 $1.39 Million
Q4 2024

Feb 14, 2025

BUY
$35.16 - $37.12 $467,838 - $493,918
13,306 Added 103.07%
26,216 $924,000
Q3 2024

Oct 30, 2024

BUY
$32.96 - $36.48 $425,513 - $470,956
12,910 New
12,910 $470,000

Others Institutions Holding CGDV

About CAPITAL GROUP DIVID VALUE ETF


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

Track Ifg Advisory, LLC Portfolio

Follow Ifg Advisory, 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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.