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

Jgp Wealth Management, LLC

  • $774 Million
  • Q3 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 273,106 shares of DGRO stock, worth $17.5 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
273,106
Previous 266,005 2.67%
Holding current value
$17.5 Million
Previous $15.3 Million 11.73%
% of portfolio
2.21%
Previous 2.19%

Shares

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

Oct 09, 2024
BUY
$57.47 - $62.76 $408,094 - $445,658
7,101 Added 2.67%
273,106 $17.1 Million
Q2 2024

Jul 12, 2024
BUY
$55.23 - $58.55 $14.7 Million - $15.6 Million
266,005 New
266,005 $15.3 Million
Q1 2020

Apr 14, 2020
SELL
$27.99 - $43.13 $163,965 - $252,655
-5,858 Closed
0 $0
Q2 2019

Jul 15, 2019
BUY
N/A
5,858 New
5,858 $224,000
Q1 2019

May 13, 2019
SELL
N/A
-121,900 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
N/A
121,900 New
121,900 $4.05 Million

Others Institutions Holding DGRO

# of Institutions
1,113
Shares Held
268M
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
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, 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 Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email