Shore Haven Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 36,340 shares of DGRO stock, worth $2.32 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

36,340

Previous 26,360 37.86%

Holding current value

$2.32 Million

Previous $1.52 Million 50.07%

% of portfolio

1.13%

Previous 0.81%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$57.47 - $62.76 $573,550 - $626,344	9,980 Added 37.86%	36,340 $2.28 Million
Q2 2024 Jul 24, 2024	SELL	$55.23 - $58.55 $161,934 - $171,668	-2,932 Reduced 10.01%	26,360 $1.52 Million
Q1 2024 May 02, 2024	BUY	$53.33 - $58.06 $78,608 - $85,580	1,474 Added 5.3%	29,292 $1.7 Million
Q4 2023 Feb 06, 2024	BUY	$47.36 - $54.1 $19,275 - $22,018	407 Added 1.48%	27,818 $1.5 Million
Q3 2023 Oct 24, 2023	SELL	$49.53 - $53.28 $57,454 - $61,804	-1,160 Reduced 4.06%	27,411 $1.36 Million
Q2 2023 Jul 19, 2023	SELL	$49.08 - $51.53 $392 - $412	-8 Reduced 0.03%	28,571 $1.47 Million
Q1 2023 Apr 14, 2023	SELL	$47.94 - $51.79 $5,992 - $6,473	-125 Reduced 0.44%	28,579 $1.43 Million
Q4 2022 Jan 24, 2023	SELL	$44.53 - $52.33 $34,288 - $40,294	-770 Reduced 2.61%	28,704 $0
Q3 2022 Nov 09, 2022	BUY	$44.47 - $52.73 $24,102 - $28,579	542 Added 1.87%	29,474 $1.31 Million
Q2 2022 Aug 01, 2022	SELL	$45.84 - $53.69 $790,969 - $926,420	-17,255 Reduced 37.36%	28,932 $1.38 Million
Q1 2022 May 13, 2022	SELL	$50.66 - $56.06 $20,112 - $22,255	-397 Reduced 0.85%	46,187 $2.47 Million
Q4 2021 Jan 21, 2022	SELL	$50.43 - $55.68 $10,943 - $12,082	-217 Reduced 0.46%	46,584 $2.59 Million
Q3 2021 Oct 28, 2021	BUY	$50.23 - $53.1 $360,500 - $381,098	7,177 Added 18.11%	46,801 $2.35 Million
Q2 2021 Aug 16, 2021	BUY	$48.57 - $51.16 $211,279 - $222,545	4,350 Added 12.33%	39,624 $2 Million
Q1 2021 May 13, 2021	SELL	$44.11 - $48.56 $18,349 - $20,200	-416 Reduced 1.17%	35,274 $1.7 Million
Q4 2020 Feb 10, 2021	BUY	$38.76 - $44.82 $1.38 Million - $1.6 Million	35,690 New	35,690 $1.6 Million

Others Institutions Holding DGRO

# of Institutions

1,113

Shares Held

268M

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 Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

Shore Haven Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History