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

Jackson Wealth Management, LLC

  • $535 Million
  • Q1 2024

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 196,887 shares of DGRO stock, worth $11.3 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
196,887
Previous 181,064 8.74%
Holding current value
$11.3 Million
Previous $9.74 Million 17.31%
% of portfolio
2.14%
Previous 2.0%

Shares

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

Jun 11, 2024
BUY
$53.33 - $58.06 $843,840 - $918,683
15,823 Added 8.74%
196,887 $11.4 Million
Q4 2023

Feb 14, 2024
BUY
$47.36 - $54.1 $397,350 - $453,899
8,390 Added 4.86%
181,064 $9.74 Million
Q3 2023

Nov 14, 2023
BUY
$49.53 - $53.28 $403,867 - $434,445
8,154 Added 4.96%
172,674 $8.55 Million
Q2 2023

Aug 02, 2023
BUY
$49.08 - $51.53 $8.07 Million - $8.48 Million
164,520 New
164,520 $8.48 Million
Q4 2022

Feb 10, 2023
SELL
$48.1 - $52.33 $2.16 Million - $2.35 Million
-44,829 Reduced 26.42%
124,855 $6.24 Million
Q3 2022

Nov 14, 2022
BUY
N/A
105,935 Added 166.18%
169,684 $7.55 Million
Q2 2022

Aug 01, 2022
BUY
N/A
63,749 New
63,749 $3.04 Million
Q1 2020

May 13, 2020
SELL
N/A
-17,750 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
N/A
-353 Reduced 1.95%
17,750 $750,000
Q3 2019

Nov 07, 2019
BUY
N/A
18,103 New
18,103 $700,000

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
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