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 $598,180. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,438

Previous 9,394 0.47%

Holding current value

$598,180

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

1,112

Shares Held

267M

Call Options Held

450K

Put Options Held

12.1K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

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