Schwarz Dygos Wheeler Investment Advisors LLC Ishares Core Dividend Growth E Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $369 Million
  • Q2 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 295,091 shares of DGRO stock, worth $18.4 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
295,091
Previous 285,668 3.3%
Holding current value
$18.4 Million
Previous $16.6 Million 2.5%
% of portfolio
4.61%
Previous 4.68%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$55.23 - $58.55 $520,432 - $551,716
9,423 Added 3.3%
295,091 $17 Million
Q1 2024

May 03, 2024
BUY
$53.33 - $58.06 $401,734 - $437,365
7,533 Added 2.71%
285,668 $16.6 Million
Q4 2023

Feb 02, 2024
BUY
$47.36 - $54.1 $112,148 - $128,108
2,368 Added 0.86%
278,135 $15 Million
Q3 2023

Nov 03, 2023
BUY
$49.53 - $53.28 $217,486 - $233,952
4,391 Added 1.62%
275,767 $13.7 Million
Q2 2023

Aug 11, 2023
BUY
$49.08 - $51.53 $71,018 - $74,563
1,447 Added 0.54%
271,376 $14 Million
Q1 2023

Apr 27, 2023
BUY
$47.94 - $51.79 $205,806 - $222,334
4,293 Added 1.62%
269,929 $13.5 Million
Q4 2022

Feb 08, 2023
BUY
$44.53 - $52.33 $315,673 - $370,967
7,089 Added 2.74%
265,636 $13.3 Million
Q3 2022

Nov 04, 2022
BUY
$44.47 - $52.73 $89,651 - $106,303
2,016 Added 0.79%
258,547 $11.5 Million
Q2 2022

Aug 09, 2022
BUY
$45.84 - $53.69 $395,370 - $463,076
8,625 Added 3.48%
256,531 $12.2 Million
Q1 2022

May 11, 2022
BUY
$50.66 - $56.06 $747,741 - $827,445
14,760 Added 6.33%
247,906 $13.2 Million
Q4 2021

Feb 08, 2022
BUY
$50.43 - $55.68 $372,828 - $411,642
7,393 Added 3.27%
233,146 $13 Million
Q3 2021

Oct 21, 2021
BUY
$50.23 - $53.1 $226,939 - $239,905
4,518 Added 2.04%
225,753 $11.3 Million
Q2 2021

Jul 28, 2021
BUY
$48.57 - $51.16 $445,241 - $468,983
9,167 Added 4.32%
221,235 $11.1 Million
Q1 2021

May 07, 2021
BUY
$44.11 - $48.56 $370,920 - $408,341
8,409 Added 4.13%
212,068 $10.2 Million
Q4 2020

Feb 12, 2021
BUY
$38.76 - $44.82 $248,025 - $286,803
6,399 Added 3.24%
203,659 $9.13 Million
Q3 2020

Nov 03, 2020
BUY
$37.36 - $41.95 $502,529 - $564,269
13,451 Added 7.32%
197,260 $7.85 Million
Q2 2020

Jul 15, 2020
BUY
$31.16 - $40.84 $300,195 - $393,452
9,634 Added 5.53%
183,809 $6.98 Million
Q1 2020

Apr 14, 2020
BUY
$27.99 - $43.13 $639,767 - $985,822
22,857 Added 15.11%
174,175 $5.68 Million
Q4 2019

Jan 09, 2020
BUY
$37.88 - $42.2 $224,590 - $250,203
5,929 Added 4.08%
151,318 $6.37 Million
Q3 2019

Nov 15, 2019
BUY
$38.89 - $39.54 $321,309 - $326,679
8,262 Added 6.03%
145,389 $5.69 Million
Q2 2019

Nov 15, 2019
BUY
N/A
6,154 Added 4.7%
137,127 $5.24 Million
Q1 2019

Nov 15, 2019
BUY
N/A
4,388 Added 3.47%
130,973 $4.81 Million
Q4 2018

Nov 15, 2019
BUY
N/A
126,585 New
126,585 $4.2 Million

Others Institutions Holding DGRO

# of Institutions
1,054
Shares Held
262M
Call Options Held
306K
Put Options Held
163K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
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More about DGRO
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