Levy Wealth Management Group, LLC Ishares Core Dividend Growth E Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 7,200 shares of DGRO stock, worth $490,248. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,200
Previous 7,109 1.28%
Holding current value
$490,248
Previous $412,000 0.49%
% of portfolio
0.11%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$55.23 - $58.55 $5,025 - $5,328
91 Added 1.28%
7,200 $414,000
Q4 2023

Jan 23, 2024
BUY
$47.36 - $54.1 $2,178 - $2,488
46 Added 0.65%
7,109 $382,000
Q2 2023

Jul 21, 2023
BUY
$49.08 - $51.53 $785 - $824
16 Added 0.23%
7,063 $363,000
Q1 2023

May 04, 2023
BUY
$47.94 - $51.79 $910 - $984
19 Added 0.27%
7,047 $352,000
Q4 2022

Feb 08, 2023
BUY
$44.53 - $52.33 $890 - $1,046
20 Added 0.29%
7,028 $351,000
Q3 2022

Oct 28, 2022
BUY
$44.47 - $52.73 $45,492 - $53,942
1,023 Added 17.09%
7,008 $312,000
Q2 2022

Jul 27, 2022
BUY
$45.84 - $53.69 $458 - $536
10 Added 0.17%
5,985 $285,000
Q1 2022

May 05, 2022
BUY
$50.66 - $56.06 $506 - $560
10 Added 0.17%
5,975 $319,000
Q4 2021

Feb 10, 2022
BUY
$50.43 - $55.68 $300,814 - $332,131
5,965 New
5,965 $332,000
Q2 2021

Aug 10, 2021
SELL
$48.57 - $51.16 $233,378 - $245,823
-4,805 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$44.11 - $48.56 $83,456 - $91,875
-1,892 Reduced 28.25%
4,805 $232,000
Q4 2020

Feb 10, 2021
BUY
$38.76 - $44.82 $259,575 - $300,159
6,697 New
6,697 $300,000

Others Institutions Holding DGRO

# of Institutions
1,289
Shares Held
303M
Call Options Held
1.62M
Put Options Held
27.1K
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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