Madison Wealth Partners, Inc Ishares Core Dividend Growth E Transaction History

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 844,149 shares of DGRO stock, worth $52.3 Million. This represents 16.22% of its overall portfolio holdings.

Number of Shares

844,149

Previous 802,803 5.15%

Holding current value

$52.3 Million

Previous $46.2 Million 14.42%

% of portfolio

16.22%

Previous 16.39%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$57.47 - $62.76 $2.38 Million - $2.59 Million	41,346 Added 5.15%	844,149 $52.9 Million
Q2 2024 Aug 09, 2024	BUY	$55.23 - $58.55 $997,011 - $1.06 Million	18,052 Added 2.3%	802,803 $46.2 Million
Q1 2024 Apr 29, 2024	BUY	$53.33 - $58.06 $792,590 - $862,887	14,862 Added 1.93%	784,751 $45.6 Million
Q4 2023 Feb 12, 2024	BUY	$47.36 - $54.1 $1.61 Million - $1.84 Million	34,040 Added 4.63%	769,889 $41.4 Million
Q3 2023 Nov 01, 2023	BUY	$49.53 - $53.28 $3.72 Million - $4 Million	75,101 Added 11.37%	735,849 $36.4 Million
Q2 2023 Jul 20, 2023	BUY	$49.08 - $51.53 $1.13 Million - $1.19 Million	23,095 Added 3.62%	660,748 $34 Million
Q1 2023 Apr 20, 2023	BUY	$47.94 - $51.79 $475,277 - $513,446	9,914 Added 1.58%	637,653 $31.9 Million
Q4 2022 Jan 24, 2023	BUY	$44.53 - $52.33 $2.92 Million - $3.44 Million	65,655 Added 11.68%	627,739 $0
Q3 2022 Oct 24, 2022	BUY	$44.47 - $52.73 $1.53 Million - $1.82 Million	34,493 Added 6.54%	562,084 $25 Million
Q2 2022 Jul 22, 2022	BUY	$45.84 - $53.69 $359,293 - $420,822	7,838 Added 1.51%	527,591 $25.1 Million
Q1 2022 May 02, 2022	BUY	$50.66 - $56.06 $1.06 Million - $1.17 Million	20,938 Added 4.2%	519,753 $27.8 Million
Q4 2021 Jan 19, 2022	BUY	$50.43 - $55.68 $1.29 Million - $1.43 Million	25,617 Added 5.41%	498,815 $27.7 Million
Q3 2021 Nov 09, 2021	BUY	$50.23 - $53.1 $1.51 Million - $1.6 Million	30,081 Added 6.79%	473,198 $23.8 Million
Q2 2021 Jul 19, 2021	SELL	$48.57 - $51.16 $3.17 Million - $3.34 Million	-65,357 Reduced 12.85%	443,117 $22.3 Million
Q1 2021 May 18, 2021	SELL	$44.11 - $48.56 $160,339 - $176,515	-3,635 Reduced 0.71%	508,474 $22.8 Million
Q4 2020 Feb 16, 2021	BUY	$38.76 - $44.82 $19.8 Million - $23 Million	512,109 New	512,109 $23 Million

Others Institutions Holding DGRO

# of Institutions

1,123

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Ishares Core Dividend Growth E Transaction History