Sequoia Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,438 shares of DGRO stock, worth $590,252. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,438

Previous 9,394 0.47%

Holding current value

$590,252

Previous $541,000 9.24%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$57.47 - $62.76 $2,528 - $2,761	44 Added 0.47%	9,438 $591,000
Q2 2024 Jul 15, 2024	BUY	$55.23 - $58.55 $61,029 - $64,697	1,105 Added 13.33%	9,394 $541,000
Q1 2024 Apr 30, 2024	BUY	$53.33 - $58.06 $12,159 - $13,237	228 Added 2.83%	8,289 $481,000
Q4 2023 Jan 25, 2024	BUY	$47.36 - $54.1 $19,417 - $22,181	410 Added 5.36%	8,061 $433,000
Q2 2023 Aug 08, 2023	SELL	$49.08 - $51.53 $76,613 - $80,438	-1,561 Reduced 16.95%	7,651 $394,000
Q1 2023 Apr 24, 2023	BUY	$47.94 - $51.79 $48,802 - $52,722	1,018 Added 12.42%	9,212 $460,000
Q4 2022 Jan 17, 2023	SELL	$44.53 - $52.33 $22,487 - $26,426	-505 Reduced 5.81%	8,194 $0
Q3 2022 Oct 26, 2022	SELL	$44.47 - $52.73 $7,248 - $8,594	-163 Reduced 1.84%	8,699 $387,000
Q2 2022 Jul 22, 2022	SELL	$45.84 - $53.69 $12,055 - $14,120	-263 Reduced 2.88%	8,862 $422,000
Q1 2022 May 13, 2022	BUY	$50.66 - $56.06 $462,272 - $511,547	9,125 New	9,125 $487,000

Others Institutions Holding DGRO

# of Institutions

1,116

Shares Held

269M

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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History