Moneta Group Investment Advisors LLC Ishares Core Dividend Growth E Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 25,518 shares of DGRO stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,518
Previous 22,347 14.19%
Holding current value
$1.57 Million
Previous $1.29 Million 24.24%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$57.47 - $62.76 $182,237 - $199,011
3,171 Added 14.19%
25,518 $1.6 Million
Q2 2024

Aug 13, 2024
SELL
$55.23 - $58.55 $193,636 - $205,276
-3,506 Reduced 13.56%
22,347 $1.29 Million
Q1 2024

Aug 13, 2024
BUY
$53.33 - $58.06 $513,354 - $558,885
9,626 Added 59.32%
25,853 $1.5 Million
Q4 2023

Feb 15, 2024
SELL
$47.36 - $54.1 $81,364 - $92,943
-1,718 Reduced 9.57%
16,227 $873,000
Q3 2023

Nov 15, 2023
SELL
$49.53 - $53.28 $553,200 - $595,084
-11,169 Reduced 38.36%
17,945 $888,000
Q2 2023

Aug 15, 2023
SELL
$49.08 - $51.53 $2.19 Million - $2.3 Million
-44,548 Reduced 60.48%
29,114 $1.5 Million
Q1 2023

May 15, 2023
SELL
$47.94 - $51.79 $2.59 Million - $2.8 Million
-54,087 Reduced 42.34%
73,662 $3.68 Million
Q4 2022

Feb 16, 2023
BUY
$44.53 - $52.33 $5.62 Million - $6.6 Million
126,167 Added 7975.16%
127,749 $6.39 Million
Q4 2022

Feb 16, 2023
SELL
$44.53 - $52.33 $5.1 Billion - $5.99 Billion
-114,444,778 Reduced 100.0%
1,582 $79,000
Q4 2022

Feb 15, 2023
BUY
$44.53 - $52.33 $5.1 Billion - $5.99 Billion
114,428,100 Added 626659.94%
114,446,360 $5.72 Billion
Q3 2022

Nov 14, 2022
SELL
$44.47 - $52.73 $150,353 - $178,280
-3,381 Reduced 15.62%
18,260 $812,000
Q2 2022

Aug 15, 2022
BUY
$45.84 - $53.69 $15,310 - $17,932
334 Added 1.57%
21,641 $1.03 Million
Q1 2022

May 11, 2022
SELL
$50.66 - $56.06 $56,283 - $62,282
-1,111 Reduced 4.96%
21,307 $1.14 Million
Q4 2021

Feb 11, 2022
SELL
$50.43 - $55.68 $166,368 - $183,688
-3,299 Reduced 12.83%
22,418 $1.25 Million
Q3 2021

Nov 12, 2021
SELL
$50.23 - $53.1 $34,809 - $36,798
-693 Reduced 2.62%
25,717 $1.29 Million
Q2 2021

Aug 13, 2021
BUY
$48.57 - $51.16 $5,828 - $6,139
120 Added 0.46%
26,410 $1.33 Million
Q1 2021

May 14, 2021
BUY
$44.11 - $48.56 $9,174 - $10,100
208 Added 0.8%
26,290 $1.27 Million
Q4 2020

Feb 12, 2021
BUY
$38.76 - $44.82 $14,418 - $16,673
372 Added 1.45%
26,082 $1.17 Million
Q3 2020

Nov 13, 2020
SELL
$37.36 - $41.95 $9,227 - $10,361
-247 Reduced 0.95%
25,710 $1.02 Million
Q2 2020

Aug 12, 2020
BUY
$31.16 - $40.84 $161,533 - $211,714
5,184 Added 24.96%
25,957 $976,000
Q1 2020

May 13, 2020
BUY
$27.99 - $43.13 $525,456 - $809,679
18,773 Added 938.65%
20,773 $677,000
Q4 2017

Feb 13, 2018
BUY
N/A
2,000
2,000 $70,000

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email