Sowell Financial Services LLC Ishares Core Dividend Growth E Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,855 shares of DGRO stock, worth $873,419. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,855
Previous 11,471 20.78%
Holding current value
$873,419
Previous $660,000 31.52%
% of portfolio
0.04%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$57.47 - $62.76 $137,008 - $149,619
2,384 Added 20.78%
13,855 $868,000
Q2 2024

Aug 13, 2024
BUY
$55.23 - $58.55 $32,254 - $34,193
584 Added 5.36%
11,471 $660,000
Q1 2024

May 03, 2024
SELL
$53.33 - $58.06 $39,944 - $43,486
-749 Reduced 6.44%
10,887 $632,000
Q4 2023

Jan 24, 2024
SELL
$47.36 - $54.1 $238,220 - $272,123
-5,030 Reduced 30.18%
11,636 $626,000
Q3 2023

Nov 08, 2023
SELL
$49.53 - $53.28 $107,034 - $115,138
-2,161 Reduced 11.48%
16,666 $825,000
Q2 2023

Aug 14, 2023
BUY
$49.08 - $51.53 $522,505 - $548,588
10,646 Added 130.13%
18,827 $970,000
Q1 2023

May 12, 2023
SELL
$47.94 - $51.79 $347,085 - $374,959
-7,240 Reduced 46.95%
8,181 $408,000
Q4 2022

Feb 09, 2023
BUY
$44.53 - $52.33 $686,697 - $806,980
15,421 New
15,421 $771,000
Q1 2022

May 13, 2022
SELL
$50.66 - $56.06 $1.56 Million - $1.72 Million
-30,709 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$50.43 - $55.68 $29,350 - $32,405
582 Added 1.93%
30,709 $1.71 Million
Q3 2021

Nov 04, 2021
BUY
$50.23 - $53.1 $150,087 - $158,662
2,988 Added 11.01%
30,127 $1.51 Million
Q2 2021

Aug 05, 2021
SELL
$48.57 - $51.16 $611,350 - $643,950
-12,587 Reduced 31.68%
27,139 $1.37 Million
Q1 2021

May 07, 2021
BUY
$44.11 - $48.56 $888,243 - $977,852
20,137 Added 102.8%
39,726 $2.02 Million
Q4 2020

Jan 13, 2021
BUY
$38.76 - $44.82 $208,490 - $241,086
5,379 Added 37.85%
19,589 $878,000
Q3 2020

Nov 12, 2020
SELL
$37.36 - $41.95 $17,633 - $19,800
-472 Reduced 3.21%
14,210 $565,000
Q2 2020

Aug 13, 2020
BUY
$31.16 - $40.84 $185,807 - $243,528
5,963 Added 68.39%
14,682 $552,000
Q1 2020

May 12, 2020
BUY
$27.99 - $43.13 $176,756 - $272,365
6,315 Added 262.69%
8,719 $284,000
Q4 2019

Feb 07, 2020
SELL
$37.88 - $42.2 $437,779 - $487,705
-11,557 Reduced 82.78%
2,404 $0
Q3 2019

Nov 14, 2019
SELL
$38.89 - $39.54 $111,847 - $113,717
-2,876 Reduced 17.08%
13,961 $546,000
Q1 2019

May 15, 2019
BUY
N/A
2,576 Added 18.06%
16,837 $0
Q4 2018

Mar 05, 2019
BUY
N/A
14,261 New
14,261 $473,000
Q3 2018

Nov 13, 2018
SELL
N/A
-12,797 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
3,781 Added 41.94%
12,797 $461,000
Q1 2018

May 10, 2018
BUY
N/A
9,016 New
9,016 $302,000

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

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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