Marshall Financial Group LLC Ishares Core Dividend Growth E Transaction History

Marshall Financial Group LLC

$408 Million
Q4 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 62,024 shares of DGRO stock, worth $3.93 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

62,024

Previous 61,306 1.17%

Holding current value

$3.93 Million

Previous $3.84 Million 1.01%

% of portfolio

0.93%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$60.73 - $64.94 $43,604 - $46,626	718 Added 1.17%	62,024 $3.8 Million
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

1,213

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Marshall Financial Group LLC Ishares Core Dividend Growth E Transaction History