A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 187,899 shares of DGRO stock, worth $11.3 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
187,899
Previous 166,694 12.72%
Holding current value
$11.3 Million
Previous $8.97 Million 21.6%
% of portfolio
5.99%
Previous 5.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$53.33 - $58.06 $1.13 Million - $1.23 Million
21,205 Added 12.72%
187,899 $10.9 Million
Q4 2023

Jan 17, 2024

BUY
$47.36 - $54.1 $7.89 Million - $9.02 Million
166,694 New
166,694 $8.97 Million
Q4 2022

Feb 23, 2023

BUY
$48.1 - $52.33 $35,401 - $38,514
736 New
736 $36.8 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Tandem Wealth Advisors LLC Portfolio

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

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.