New England Private Wealth Advisors LLC Ishares Core Dividend Growth E Transaction History

New England Private Wealth Advisors LLC

  • $617 Million
  • Q4 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 6,993 shares of DGRO stock, worth $448,391. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,993
Previous 6,972 0.3%
Holding current value
$448,391
Previous $437,000 2.06%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 07, 2025
BUY
$60.73 - $64.94 $1,275 - $1,363
21 Added 0.3%
6,993 $428,000
Q3 2024

Nov 07, 2024
BUY
$57.47 - $62.76 $2,988 - $3,263
52 Added 0.75%
6,972 $437,000
Q2 2024

Aug 07, 2024
SELL
$55.23 - $58.55 $21,097 - $22,366
-382 Reduced 5.23%
6,920 $398,000
Q1 2024

May 08, 2024
SELL
$53.33 - $58.06 $23,625 - $25,720
-443 Reduced 5.72%
7,302 $423,000
Q4 2023

Feb 02, 2024
SELL
$47.36 - $54.1 $2,746 - $3,137
-58 Reduced 0.74%
7,745 $416,000
Q3 2023

Nov 07, 2023
BUY
$49.53 - $53.28 $19,960 - $21,471
403 Added 5.45%
7,803 $386,000
Q2 2023

Aug 11, 2023
BUY
$49.08 - $51.53 $1,227 - $1,288
25 Added 0.34%
7,400 $381,000
Q1 2023

May 04, 2023
SELL
$47.94 - $51.79 $2,349 - $2,537
-49 Reduced 0.66%
7,375 $368,000
Q4 2022

Feb 08, 2023
BUY
$44.53 - $52.33 $2,983 - $3,506
67 Added 0.91%
7,424 $371,000
Q3 2022

Nov 09, 2022
BUY
$44.47 - $52.73 $1,423 - $1,687
32 Added 0.44%
7,357 $327,000
Q2 2022

Aug 11, 2022
SELL
$45.84 - $53.69 $45 - $53
-1 Reduced 0.01%
7,325 $391,000
Q1 2022

May 06, 2022
BUY
$50.66 - $56.06 $1,063 - $1,177
21 Added 0.29%
7,326 $391,000
Q4 2021

Feb 08, 2022
BUY
$50.43 - $55.68 $2,067 - $2,282
41 Added 0.56%
7,305 $406,000
Q2 2021

Aug 12, 2021
BUY
$48.57 - $51.16 $2,088 - $2,199
43 Added 0.6%
7,264 $366,000
Q4 2020

Feb 16, 2021
BUY
$38.76 - $44.82 $969 - $1,120
25 Added 0.35%
7,221 $324,000
Q3 2020

Nov 12, 2020
BUY
$37.36 - $41.95 $32,615 - $36,622
873 Added 13.81%
7,196 $286,000
Q2 2020

Aug 06, 2020
BUY
$31.16 - $40.84 $197,024 - $258,231
6,323 New
6,323 $238,000

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
Track This Portfolio

Track New England Private Wealth Advisors LLC Portfolio

Follow New England Private Wealth 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 New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email