Sax Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,346 shares of DGRO stock, worth $410,713. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,346
Previous 3,996 58.81%
Holding current value
$410,713
Previous $230,000 72.61%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$57.47 - $62.76 $135,054 - $147,486
2,350 Added 58.81%
6,346 $397,000
Q2 2024

Jul 12, 2024
BUY
$55.23 - $58.55 $220,699 - $233,965
3,996 New
3,996 $230,000

Others Institutions Holding DGRO

# of Institutions
1,115
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
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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