A detailed history of Pacific Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Pacific Wealth Management holds 268,696 shares of DGRO stock, worth $15.5 Million. This represents 8.36% of its overall portfolio holdings.

Number of Shares
268,696
Previous 268,696 -0.0%
Holding current value
$15.5 Million
Previous $14.5 Million 7.88%
% of portfolio
8.36%
Previous 8.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

SELL
$47.36 - $54.1 $8.54 Million - $9.75 Million
-180,280 Reduced 40.15%
268,696 $14.5 Million
Q3 2023

Nov 01, 2023

BUY
$49.53 - $53.28 $418,280 - $449,949
8,445 Added 1.92%
448,976 $22.2 Million
Q2 2023

Jul 17, 2023

SELL
$49.08 - $51.53 $588,076 - $617,432
-11,982 Reduced 2.65%
440,531 $22.7 Million
Q1 2023

Apr 10, 2023

BUY
$47.94 - $51.79 $1.27 Million - $1.37 Million
26,441 Added 6.21%
452,513 $22.6 Million
Q4 2022

Mar 08, 2023

SELL
$48.1 - $52.33 $5.8 Million - $6.31 Million
-120,491 Reduced 22.05%
426,072 $21.3 Million
Q3 2022

Oct 12, 2022

SELL
N/A
-24,636 Reduced 4.31%
546,563 $24.3 Million
Q2 2022

Jul 25, 2022

BUY
N/A
27,495 Added 5.06%
571,199 $27.2 Million
Q1 2022

Apr 12, 2022

BUY
N/A
2,218 Added 0.41%
543,704 $29 Million
Q4 2021

Jan 18, 2022

SELL
N/A
-27,309 Reduced 4.8%
541,486 $30.1 Million
Q3 2021

Oct 13, 2021

BUY
N/A
5,737 Added 1.02%
568,795 $28.6 Million
Q2 2021

Jul 19, 2021

BUY
N/A
2,042 Added 0.36%
563,058 $28.4 Million
Q1 2021

Apr 15, 2021

BUY
N/A
21,051 Added 3.9%
561,016 $27.1 Million
Q4 2020

Mar 22, 2021

BUY
N/A
539,965 New
539,965 $24.2 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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