Johnson & White Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Johnson & White Wealth Management, LLC

  • $116 Million
  • Q3 2024

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 $5.5 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
87,304
Previous 84,178 3.71%
Holding current value
$5.5 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

# of Institutions
1,112
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
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