Svb Wealth LLC Ishares Core Dividend Growth E Transaction History

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024

A detailed history of Svb Wealth LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Svb Wealth LLC holds 3,714 shares of DGRO stock, worth $236,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,714
Holding current value
$236,024
% of portfolio
0.0%

Shares

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

Feb 05, 2025
BUY
$60.73 - $64.94 $225,551 - $241,187
3,714 New
3,714 $227,000
Q2 2024

Aug 06, 2024
SELL
$55.23 - $58.55 $144,923 - $153,635
-2,624 Reduced 41.45%
3,706 $213,000
Q1 2024

May 15, 2024
BUY
$53.33 - $58.06 $373 - $406
7 Added 0.11%
6,330 $367,000
Q4 2023

Jan 30, 2024
BUY
$47.36 - $54.1 $87,000 - $99,381
1,837 Added 40.95%
6,323 $340,000
Q2 2023

Jul 24, 2023
SELL
$49.08 - $51.53 $150,970 - $158,506
-3,076 Reduced 40.68%
4,486 $231,000
Q1 2023

May 12, 2023
SELL
$47.94 - $51.79 $65,438 - $70,693
-1,365 Reduced 15.29%
7,562 $378,000
Q4 2022

Feb 10, 2023
SELL
$44.53 - $52.33 $8,727 - $10,256
-196 Reduced 2.15%
8,927 $446,000
Q3 2022

Nov 09, 2022
BUY
$44.47 - $52.73 $163,960 - $194,415
3,687 Added 67.83%
9,123 $406,000
Q2 2022

Aug 16, 2022
SELL
$45.84 - $53.69 $36,442 - $42,683
-795 Reduced 12.76%
5,436 $259,000
Q1 2022

May 13, 2022
BUY
$50.66 - $56.06 $80,498 - $89,079
1,589 Added 34.23%
6,231 $333,000
Q2 2021

Aug 13, 2021
BUY
$48.57 - $51.16 $225,461 - $237,484
4,642 New
4,642 $234,000

Others Institutions Holding DGRO

# of Institutions
1,177
Shares Held
272M
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
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth 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 Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email