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

Moneta Group Investment Advisors LLC

  • $6.28 Billion
  • Q2 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 22,347 shares of DGRO stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,347
Previous 25,853 13.56%
Holding current value
$1.4 Million
Previous $1.5 Million 14.26%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,056
Shares Held
262M
Call Options Held
306K
Put Options Held
163K
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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