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

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 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 7,320 shares of DGRO stock, worth $469,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,320
Previous 9,438 22.44%
Holding current value
$469,358
Previous $591,000 24.03%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$60.73 - $64.94 $128,626 - $137,542
-2,118 Reduced 22.44%
7,320 $449,000
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
1,208
Shares Held
279M
Call Options Held
62.4K
Put Options Held
33.8K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email