Valeo Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,833 shares of DGRO stock, worth $508,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,833
Previous 8,833 -0.0%
Holding current value
$508,869
Previous $512,000 -0.0%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Apr 19, 2024
SELL
$53.33 - $58.06 $73,222 - $79,716
-1,373 Reduced 13.45%
8,833 $512,000
Q4 2023

Jan 29, 2024
SELL
$47.36 - $54.1 $201,516 - $230,195
-4,255 Reduced 29.42%
10,206 $549,000
Q3 2023

Oct 19, 2023
BUY
$49.53 - $53.28 $167,262 - $179,926
3,377 Added 30.47%
14,461 $716,000
Q2 2023

Jul 14, 2023
BUY
$49.08 - $51.53 $42,208 - $44,315
860 Added 8.41%
11,084 $571,000
Q1 2023

Apr 17, 2023
BUY
$47.94 - $51.79 $38,543 - $41,639
804 Added 8.54%
10,224 $511,000
Q4 2022

Feb 09, 2023
BUY
$48.1 - $52.33 $453,102 - $492,948
9,420 New
9,420 $471,000
Q2 2021

Jul 22, 2021
SELL
N/A
-2,199 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
N/A
42 Added 1.95%
2,199 $106,000
Q4 2020

Feb 11, 2021
BUY
N/A
22 Added 1.03%
2,157 $97,000
Q3 2020

Oct 28, 2020
SELL
N/A
-59 Reduced 2.69%
2,135 $85,000
Q2 2020

Jul 20, 2020
BUY
N/A
1,715 Added 358.04%
2,194 $82,000
Q1 2020

Apr 13, 2020
BUY
N/A
479 New
479 $17,000
Q3 2019

Oct 15, 2019
SELL
N/A
-1,592 Closed
0 $0
Q2 2019

Jul 10, 2019
BUY
N/A
1,592 New
1,592 $61,000
Q2 2018

Aug 14, 2018
SELL
N/A
-74 Closed
0 $0
Q1 2018

Apr 12, 2018
BUY
N/A
74 New
74 $3,000

Others Institutions Holding DGRO

# of Institutions
1,039
Shares Held
253M
Call Options Held
1.36M
Put Options Held
123K
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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