A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 87,304 shares of DGRO stock, worth $5.46 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
87,304
Previous 84,178 3.71%
Holding current value
$5.46 Million
Previous $4.85 Million 12.85%
% of portfolio
4.71%
Previous 4.63%

Shares

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

Oct 03, 2024

BUY
$57.47 - $62.76 $179,651 - $196,187
3,126 Added 3.71%
87,304 $5.47 Million
Q2 2024

Jul 19, 2024

BUY
$55.23 - $58.55 $362,198 - $383,970
6,558 Added 8.45%
84,178 $4.85 Million
Q1 2024

Apr 10, 2024

BUY
$53.33 - $58.06 $354,537 - $385,982
6,648 Added 9.37%
77,620 $4.51 Million
Q4 2023

Jan 17, 2024

SELL
$47.36 - $54.1 $168,601 - $192,596
-3,560 Reduced 4.78%
70,972 $3.82 Million
Q3 2023

Oct 12, 2023

SELL
$49.53 - $53.28 $161,319 - $173,532
-3,257 Reduced 4.19%
74,532 $3.69 Million
Q2 2023

Jul 25, 2023

SELL
$49.08 - $51.53 $8,883 - $9,326
-181 Reduced 0.23%
77,789 $4.01 Million
Q1 2023

Apr 17, 2023

BUY
$47.94 - $51.79 $3.74 Million - $4.04 Million
77,970 New
77,970 $3.9 Million
Q3 2022

Nov 14, 2022

BUY
$44.47 - $52.73 $2.51 Million - $2.98 Million
56,448 New
56,448 $2.51 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


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

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White 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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.