Steel Peak Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 7,755 shares of DGRO stock, worth $498,336. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,755
Previous 7,525 3.06%
Holding current value
$498,336
Previous $433,000 12.24%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024
BUY
$57.47 - $62.76 $13,218 - $14,434
230 Added 3.06%
7,755 $486,000
Q2 2024

Jul 16, 2024
SELL
$55.23 - $58.55 $8,615 - $9,133
-156 Reduced 2.03%
7,525 $433,000
Q1 2024

Apr 17, 2024
SELL
$53.33 - $58.06 $2,346 - $2,554
-44 Reduced 0.57%
7,681 $445,000
Q3 2023

Nov 02, 2023
BUY
$49.53 - $53.28 $382,619 - $411,588
7,725 New
7,725 $382,000
Q4 2022

Jan 25, 2023
BUY
$44.53 - $52.33 $316,385 - $371,804
7,105 New
7,105 $0
Q2 2022

Aug 02, 2022
SELL
$45.84 - $53.69 $22,278 - $26,093
-486 Reduced 10.04%
4,355 $207,000
Q4 2021

Jan 31, 2022
BUY
$50.43 - $55.68 $37,116 - $40,980
736 Added 17.93%
4,841 $269,000
Q2 2021

Aug 13, 2021
SELL
$48.57 - $51.16 $15,493 - $16,320
-319 Reduced 7.21%
4,105 $207,000
Q1 2021

May 18, 2021
BUY
$44.11 - $48.56 $195,142 - $214,829
4,424 New
4,424 $214,000
Q1 2020

Apr 16, 2020
SELL
$27.99 - $43.13 $393,539 - $606,407
-14,060 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$37.88 - $42.2 $532,592 - $593,332
14,060 New
14,060 $592,000

Others Institutions Holding DGRO

# of Institutions
1,115
Shares Held
269M
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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