Sweeney & Michel, LLC Ishares Core Dividend Growth E Transaction History

Sweeney & Michel, LLC

$254 Billion
Q3 2024

A detailed history of Sweeney & Michel, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sweeney & Michel, LLC holds 342,909 shares of DGRO stock, worth $21.2 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares

342,909

Previous 354,844 3.36%

Holding current value

$21.2 Million

Previous $20.5 Billion 6.89%

% of portfolio

8.63%

Previous 8.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$57.47 - $62.76 $685,904 - $749,040	-11,935 Reduced 3.36%	342,909 $21.9 Billion
Q2 2024 Jul 10, 2024	BUY	$55.23 - $58.55 $355,239 - $376,593	6,432 Added 1.85%	354,844 $20.5 Billion
Q1 2024 May 15, 2024	SELL	$53.33 - $58.06 $162,816 - $177,257	-3,053 Reduced 0.87%	348,412 $20.2 Billion
Q3 2023 Nov 09, 2023	BUY	$49.53 - $53.28 $233,187 - $250,842	4,708 Added 1.36%	351,465 $17.4 Billion
Q2 2023 Aug 09, 2023	BUY	$49.08 - $51.53 $670,285 - $703,745	13,657 Added 4.1%	346,757 $18.2 Billion
Q1 2023 Jun 07, 2023	BUY	$47.94 - $51.79 $16 Million - $17.3 Million	333,100 New	333,100 $16.7 Billion

Others Institutions Holding DGRO

# of Institutions

1,214

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Sweeney & Michel, LLC Ishares Core Dividend Growth E Transaction History