Marcum Wealth, LLC Ishares Core Dividend Growth E Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,835 shares of DGRO stock, worth $547,328. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,835
Previous 9,405 6.06%
Holding current value
$547,328
Previous $541,000 2.22%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 08, 2024
SELL
$57.47 - $62.76 $32,757 - $35,773
-570 Reduced 6.06%
8,835 $553,000
Q2 2024

Jul 02, 2024
BUY
$55.23 - $58.55 $110,460 - $117,100
2,000 Added 27.01%
9,405 $541,000
Q1 2024

Apr 10, 2024
BUY
$53.33 - $58.06 $5,066 - $5,515
95 Added 1.3%
7,405 $429,000
Q4 2023

Jan 10, 2024
SELL
$47.36 - $54.1 $7,009 - $8,006
-148 Reduced 1.98%
7,310 $393,000
Q3 2023

Oct 10, 2023
SELL
$49.53 - $53.28 $6,537 - $7,032
-132 Reduced 1.74%
7,458 $369,000
Q2 2023

Jul 13, 2023
SELL
$49.08 - $51.53 $6,331 - $6,647
-129 Reduced 1.67%
7,590 $391,000
Q1 2023

Apr 19, 2023
SELL
$47.94 - $51.79 $54,411 - $58,781
-1,135 Reduced 12.82%
7,719 $385,000
Q4 2022

Jan 12, 2023
SELL
$44.53 - $52.33 $311 - $366
-7 Reduced 0.08%
8,854 $0
Q3 2022

Oct 11, 2022
BUY
$44.47 - $52.73 $3,379 - $4,007
76 Added 0.87%
8,861 $394,000
Q2 2022

Jul 14, 2022
BUY
$45.84 - $53.69 $18,381 - $21,529
401 Added 4.78%
8,785 $419,000
Q1 2022

Apr 20, 2022
SELL
$50.66 - $56.06 $69,100 - $76,465
-1,364 Reduced 13.99%
8,384 $448,000
Q4 2021

Feb 01, 2022
SELL
$50.43 - $55.68 $53,153 - $58,686
-1,054 Reduced 9.76%
9,748 $542,000
Q3 2021

Nov 08, 2021
BUY
$50.23 - $53.1 $542,584 - $573,586
10,802 New
10,802 $543,000

Others Institutions Holding DGRO

# of Institutions
1,079
Shares Held
263M
Call Options Held
306K
Put Options Held
156K
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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