Summit Financial Strategies, Inc. Ishares Core Dividend Growth E Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 7,692 shares of DGRO stock, worth $494,287. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,692

Previous 8,062 4.59%

Holding current value

$494,287

Previous $464,000 3.88%

% of portfolio

0.06%

Previous 0.06%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$57.47 - $62.76 $21,263 - $23,221	-370 Reduced 4.59%	7,692 $482,000
Q4 2023 Feb 13, 2024	BUY	$47.36 - $54.1 $17,523 - $20,017	370 Added 4.81%	8,062 $433,000
Q3 2022 Oct 21, 2022	BUY	$44.47 - $52.73 $125,494 - $148,804	2,822 Added 57.95%	7,692 $342,000
Q4 2020 Feb 05, 2021	BUY	$38.76 - $44.82 $188,761 - $218,273	4,870 New	4,870 $218,000

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

Ticker DGRO
Sector ETFs
Industry ETFs

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Summit Financial Strategies, Inc. Ishares Core Dividend Growth E Transaction History