Montis Financial, LLC Ishares Core Dividend Growth E Transaction History

Montis Financial, LLC

  • $322 Million
  • Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Montis Financial, LLC holds 19,087 shares of DGRO stock, worth $1.22 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
19,087
Previous 24,455 21.95%
Holding current value
$1.22 Million
Previous $1.53 Million 23.68%
% of portfolio
0.36%
Previous 0.55%

Shares

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

Feb 10, 2025
SELL
$60.73 - $64.94 $325,998 - $348,597
-5,368 Reduced 21.95%
19,087 $1.17 Million
Q3 2024

Oct 10, 2024
BUY
$57.47 - $62.76 $1.14 Million - $1.25 Million
19,880 Added 434.54%
24,455 $1.53 Million
Q4 2023

Feb 06, 2024
SELL
$47.36 - $54.1 $331 - $378
-7 Reduced 0.15%
4,575 $246,000
Q3 2021

Oct 26, 2021
BUY
$50.23 - $53.1 $230,153 - $243,304
4,582 New
4,582 $231,000

Others Institutions Holding DGRO

# of Institutions
1,208
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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