Journey Strategic Wealth LLC Ishares Core Dividend Growth E Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,636 shares of DGRO stock, worth $283,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,636
Previous 5,396 14.08%
Holding current value
$283,537
Previous $338,000 15.98%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$60.73 - $64.94 $46,154 - $49,354
-760 Reduced 14.08%
4,636 $284,000
Q3 2024

Nov 12, 2024
BUY
$57.47 - $62.76 $310,108 - $338,652
5,396 New
5,396 $338,000
Q3 2023

Nov 08, 2023
SELL
$49.53 - $53.28 $2,526 - $2,717
-51 Reduced 1.02%
4,944 $244,000
Q2 2023

Aug 14, 2023
SELL
$49.08 - $51.53 $69,448 - $72,914
-1,415 Reduced 22.07%
4,995 $257,000
Q1 2023

May 11, 2023
BUY
$47.94 - $51.79 $67,643 - $73,075
1,411 Added 28.23%
6,410 $320,000
Q4 2022

Feb 14, 2023
BUY
$44.53 - $52.33 $222,605 - $261,597
4,999 New
4,999 $249,000

Others Institutions Holding DGRO

# of Institutions
1,213
Shares Held
279M
Call Options Held
62.4K
Put Options Held
33.8K
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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