Investment Advisory Services Inc Capital Group Divid Value ETF Transaction History

Investment Advisory Services Inc

  • $270 Million
  • Q1 2025

A detailed history of Investment Advisory Services Inc transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Investment Advisory Services Inc holds 16,264 shares of CGDV stock, worth $568,264. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,264
Previous 13,175 23.45%
Holding current value
$568,264
Previous $464,000 24.78%
% of portfolio
0.21%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$34.95 - $37.36 $107,960 - $115,405
3,089 Added 23.45%
16,264 $579,000
Q4 2024

Jan 28, 2025
BUY
$35.16 - $37.12 $67,261 - $71,010
1,913 Added 16.99%
13,175 $464,000
Q3 2024

Oct 15, 2024
BUY
$32.96 - $36.48 $2,340 - $2,590
71 Added 0.63%
11,262 $410,000
Q2 2024

Jul 17, 2024
BUY
$31.1 - $33.37 $73,489 - $78,853
2,363 Added 26.77%
11,191 $369,000
Q1 2024

Apr 25, 2024
BUY
$29.33 - $32.58 $258,925 - $287,616
8,828 New
8,828 $286,000

Others Institutions Holding CGDV

# of Institutions
492
Shares Held
290M
Call Options Held
3K
Put Options Held
400
View Full List

About CAPITAL GROUP DIVID VALUE ETF

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