Mascoma Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 12,411 shares of DGRO stock, worth $785,740. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,411
Previous 12,746 2.63%
Holding current value
$785,740
Previous $799,000 4.76%
% of portfolio
0.19%
Previous 0.2%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$60.73 - $64.94 $20,344 - $21,754
-335 Reduced 2.63%
12,411 $761,000
Q3 2024

Nov 05, 2024
SELL
$57.47 - $62.76 $86,549 - $94,516
-1,506 Reduced 10.57%
12,746 $799,000
Q2 2024

Aug 02, 2024
SELL
$55.23 - $58.55 $266,705 - $282,737
-4,829 Reduced 25.31%
14,252 $821,000
Q1 2024

May 02, 2024
SELL
$53.33 - $58.06 $84,048 - $91,502
-1,576 Reduced 7.63%
19,081 $1.11 Million
Q4 2023

Jan 24, 2024
SELL
$47.36 - $54.1 $119,347 - $136,332
-2,520 Reduced 10.87%
20,657 $1.11 Million
Q3 2023

Oct 13, 2023
SELL
$49.53 - $53.28 $99 - $106
-2 Reduced 0.01%
23,177 $1.15 Million
Q2 2023

Aug 09, 2023
SELL
$49.08 - $51.53 $2.64 Million - $2.77 Million
-53,721 Reduced 69.86%
23,179 $1.19 Million
Q1 2023

May 01, 2023
BUY
$47.94 - $51.79 $3.16 Million - $3.42 Million
65,990 Added 604.86%
76,900 $3.84 Million
Q3 2022

Oct 18, 2022
BUY
$44.47 - $52.73 $84,048 - $99,659
1,890 Added 20.95%
10,910 $485,000
Q1 2022

Apr 25, 2022
BUY
$50.66 - $56.06 $53,699 - $59,423
1,060 Added 13.32%
9,020 $482,000
Q3 2021

Oct 06, 2021
SELL
$50.23 - $53.1 $52,741 - $55,755
-1,050 Reduced 11.65%
7,960 $400,000
Q2 2021

Jul 06, 2021
SELL
$48.57 - $51.16 $80,626 - $84,925
-1,660 Reduced 15.56%
9,010 $0
Q1 2021

Apr 26, 2021
SELL
$44.11 - $48.56 $65,679 - $72,305
-1,489 Reduced 12.25%
10,670 $0
Q4 2020

Jan 26, 2021
SELL
$38.76 - $44.82 $1.14 Million - $1.32 Million
-29,410 Reduced 70.75%
12,159 $0
Q3 2019

Nov 21, 2019
BUY
$38.89 - $39.54 $98,236 - $99,878
2,526 Added 6.47%
41,569 $0
Q2 2019

Jul 29, 2019
BUY
N/A
30,398 Added 351.63%
39,043 $1.49 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-2,539 Reduced 22.7%
8,645 $318,000
Q4 2018

Jan 28, 2019
BUY
N/A
1,300 Added 13.15%
11,184 $371,000
Q3 2018

Nov 08, 2018
BUY
N/A
1,442 Added 17.08%
9,884 $366,000
Q2 2018

Aug 13, 2018
SELL
N/A
-140,817 Reduced 94.34%
8,442 $289,000
Q1 2018

Apr 24, 2018
BUY
N/A
34,532 Added 30.1%
149,259 $5.06 Million
Q4 2017

Feb 05, 2018
BUY
N/A
111,402 Added 3350.44%
114,727 $4.1 Million
Q3 2017

Nov 07, 2017
BUY
N/A
3,325
3,325 $108,000

Others Institutions Holding DGRO

# of Institutions
1,213
Shares Held
279M
Call Options Held
62.4K
Put Options Held
33.8K
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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