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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 78,016 shares of DGRO stock, worth $4.95 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
78,016
Previous 45,961 69.74%
Holding current value
$4.95 Million
Previous $2.65 Million 84.74%
% of portfolio
0.14%
Previous 0.1%

Shares

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

Nov 14, 2024
BUY
$57.47 - $62.76 $1.84 Million - $2.01 Million
32,055 Added 69.74%
78,016 $4.89 Million
Q2 2024

Aug 14, 2024
BUY
$55.23 - $58.55 $56,831 - $60,247
1,029 Added 2.29%
45,961 $2.65 Million
Q1 2024

May 15, 2024
BUY
$53.33 - $58.06 $3,733 - $4,064
70 Added 0.16%
44,932 $2.61 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $54.1 $148,047 - $169,116
3,126 Added 7.49%
44,862 $2.41 Million
Q3 2023

Nov 14, 2023
BUY
$49.53 - $53.28 $218,526 - $235,071
4,412 Added 11.82%
41,736 $2.07 Million
Q2 2023

Aug 14, 2023
SELL
$49.08 - $51.53 $180,663 - $189,681
-3,681 Reduced 8.98%
37,324 $1.92 Million
Q1 2023

May 15, 2023
SELL
$47.94 - $51.79 $93,051 - $100,524
-1,941 Reduced 4.52%
41,005 $2.05 Million
Q4 2022

Feb 14, 2023
SELL
$44.53 - $52.33 $109,810 - $129,045
-2,466 Reduced 5.43%
42,946 $2.15 Million
Q3 2022

Nov 22, 2022
SELL
$44.47 - $52.73 $101,569 - $120,435
-2,284 Reduced 4.79%
45,412 $2.02 Million
Q2 2022

Aug 15, 2022
SELL
$45.84 - $53.69 $92,230 - $108,024
-2,012 Reduced 4.05%
47,696 $2.27 Million
Q1 2022

May 16, 2022
BUY
$50.66 - $56.06 $348,946 - $386,141
6,888 Added 16.09%
49,708 $2.66 Million
Q4 2021

Feb 14, 2022
BUY
$50.43 - $55.68 $416,299 - $459,638
8,255 Added 23.88%
42,820 $2.38 Million
Q3 2021

Nov 15, 2021
BUY
$50.23 - $53.1 $278,424 - $294,333
5,543 Added 19.1%
34,565 $1.74 Million
Q2 2021

Aug 16, 2021
BUY
$48.57 - $51.16 $546,655 - $575,805
11,255 Added 63.35%
29,022 $1.46 Million
Q1 2021

May 18, 2021
BUY
$44.11 - $48.56 $391,167 - $430,630
8,868 Added 99.65%
17,767 $858,000
Q4 2020

Feb 17, 2021
BUY
$38.76 - $44.82 $63,333 - $73,235
1,634 Added 22.49%
8,899 $399,000
Q3 2020

Nov 19, 2020
BUY
$37.36 - $41.95 $11,245 - $12,626
301 Added 4.32%
7,265 $289,000
Q2 2020

Aug 14, 2020
BUY
$31.16 - $40.84 $216,998 - $284,409
6,964 New
6,964 $262,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,584 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-197 Reduced 11.06%
1,584 $53,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,216 Added 215.22%
1,781 $63,000
Q3 2017

Nov 14, 2017
BUY
N/A
565
565 $19,000

Others Institutions Holding DGRO

# of Institutions
1,149
Shares Held
272M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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