Marshall Financial Group LLC Ishares Core Dividend Growth E Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Marshall Financial Group LLC holds 61,306 shares of DGRO stock, worth $3.91 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

61,306

Previous 61,536 0.37%

Holding current value

$3.91 Million

Previous $3.55 Million 8.41%

% of portfolio

0.93%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$57.47 - $62.76 $13,218 - $14,434	-230 Reduced 0.37%	61,306 $3.84 Million
Q2 2024 Jul 19, 2024	SELL	$55.23 - $58.55 $11,101 - $11,768	-201 Reduced 0.33%	61,536 $3.55 Million
Q1 2024 Apr 19, 2024	BUY	$53.33 - $58.06 $260,357 - $283,448	4,882 Added 8.59%	61,737 $3.58 Million
Q4 2023 Jan 10, 2024	SELL	$47.36 - $54.1 $17,570 - $20,071	-371 Reduced 0.65%	56,855 $3.06 Million
Q3 2023 Oct 19, 2023	SELL	$49.53 - $53.28 $68,995 - $74,219	-1,393 Reduced 2.38%	57,226 $2.83 Million
Q2 2023 Jul 17, 2023	BUY	$49.08 - $51.53 $2.88 Million - $3.02 Million	58,619 New	58,619 $3.02 Million

Others Institutions Holding DGRO

# of Institutions

1,113

Shares Held

268M

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 Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Account

Marshall Financial Group LLC Ishares Core Dividend Growth E Transaction History