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 61,737 shares of DGRO stock, worth $3.56 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
61,737
Previous 56,855 8.59%
Holding current value
$3.56 Million
Previous $3.06 Million 17.16%
% of portfolio
1.04%
Previous 1.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE DIVIDEND GROWTH E


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

Track Marshall Financial Group LLC Portfolio

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

News

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