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 $567,737. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,835
Previous 9,405 6.06%
Holding current value
$567,737
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

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.