Measured Wealth Private Client Group, LLC Ishares Core Dividend Growth E Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 51,072 shares of DGRO stock, worth $3.12 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

51,072

Previous 54,783 6.77%

Holding current value

$3.12 Million

Previous $3.43 Million 8.79%

% of portfolio

1.02%

Previous 1.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$60.73 - $64.94 $225,369 - $240,992	-3,711 Reduced 6.77%	51,072 $3.13 Million
Q3 2024 Oct 25, 2024	SELL	$57.47 - $62.76 $56,320 - $61,504	-980 Reduced 1.76%	54,783 $3.43 Million
Q3 2022 Oct 27, 2022	SELL	$44.47 - $52.73 $186,462 - $221,096	-4,193 Reduced 6.99%	55,763 $2.48 Million
Q1 2022 May 03, 2022	SELL	$50.66 - $56.06 $1.3 Million - $1.44 Million	-25,625 Reduced 29.94%	59,956 $3.2 Million
Q3 2021 Nov 01, 2021	SELL	$50.23 - $53.1 $1.16 Million - $1.23 Million	-23,129 Reduced 21.28%	85,581 $4.3 Million
Q2 2021 Aug 05, 2021	SELL	$48.57 - $51.16 $36,087 - $38,011	-743 Reduced 0.68%	108,710 $5.48 Million
Q1 2021 May 04, 2021	BUY	$44.11 - $48.56 $72,296 - $79,589	1,639 Added 1.52%	109,453 $5.28 Million
Q4 2020 Jan 20, 2021	BUY	$38.76 - $44.82 $147,753 - $170,853	3,812 Added 3.67%	107,814 $4.83 Million
Q3 2020 Oct 15, 2020	BUY	$37.36 - $41.95 $3.89 Million - $4.36 Million	104,002 New	104,002 $4.14 Million

Others Institutions Holding DGRO

# of Institutions

1,216

Shares Held

296M

Call Options Held

62.4K

Put Options Held

33.8K

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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

Measured Wealth Private Client Group, LLC Ishares Core Dividend Growth E Transaction History