Sanchez Wealth Management Group Ishares Core Dividend Growth E Transaction History

Sanchez Wealth Management Group

$309 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$49.53 - $53.28 $18,474 - $19,873	-373 Reduced 0.34%	108,382 $5.37 Million
Q2 2023 Aug 01, 2023	BUY	$49.08 - $51.53 $4,760 - $4,998	97 Added 0.09%	108,755 $5.6 Million
Q1 2023 May 04, 2023	SELL	$47.94 - $51.79 $67,978 - $73,438	-1,418 Reduced 1.29%	108,658 $5.43 Million
Q4 2022 Feb 08, 2023	SELL	$44.53 - $52.33 $2,315 - $2,721	-52 Reduced 0.05%	110,076 $5.5 Million
Q3 2022 Oct 13, 2022	SELL	$44.47 - $52.73 $149,641 - $177,436	-3,365 Reduced 2.96%	110,128 $4.9 Million
Q2 2022 Jul 13, 2022	SELL	$45.84 - $53.69 $18,427 - $21,583	-402 Reduced 0.35%	113,493 $5.41 Million
Q1 2022 Apr 19, 2022	BUY	$50.66 - $56.06 $12,411 - $13,734	245 Added 0.22%	113,895 $6.08 Million
Q4 2021 Feb 14, 2022	SELL	$50.43 - $55.68 $135,404 - $149,500	-2,685 Reduced 2.31%	113,650 $6.32 Million
Q3 2021 Oct 19, 2021	BUY	$50.23 - $53.1 $18,484 - $19,540	368 Added 0.32%	116,335 $5.85 Million
Q2 2021 Aug 09, 2021	BUY	$48.57 - $51.16 $16,562 - $17,445	341 Added 0.29%	115,967 $5.84 Million
Q1 2021 Apr 29, 2021	SELL	$44.11 - $48.56 $28,318 - $31,175	-642 Reduced 0.55%	115,626 $5.58 Million
Q4 2020 Feb 01, 2021	SELL	$38.76 - $44.82 $680,625 - $787,039	-17,560 Reduced 13.12%	116,268 $5.21 Million
Q3 2020 Nov 10, 2020	SELL	$37.36 - $41.95 $408,232 - $458,387	-10,927 Reduced 7.55%	133,828 $5.33 Million
Q2 2020 Aug 12, 2020	SELL	$31.16 - $40.84 $1,589 - $2,082	-51 Reduced 0.04%	144,755 $5.44 Million
Q1 2020 May 15, 2020	BUY	$27.99 - $43.13 $71,990 - $110,930	2,572 Added 1.81%	144,806 $4.72 Million
Q4 2019 Jan 21, 2020	BUY	$37.88 - $42.2 $5.39 Million - $6 Million	142,234 New	142,234 $5.98 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-175,358 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-1,349 Reduced 0.76%	175,358 $6.52 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,026 Added 1.16%	176,707 $6.06 Million
Q1 2018 May 14, 2018	BUY	N/A	1,815 Added 1.05%	174,681 $5.79 Million
Q4 2017 Feb 12, 2018	BUY	N/A	172,866	172,866 $6.14 Million

Others Institutions Holding DGRO

# of Institutions

1,113

Shares Held

268M

Call Options Held

1.53M

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.

Account