West Branch Capital LLC Ishares Core Dividend Growth E Transaction History

West Branch Capital LLC

  • $274 Million
  • Q3 2024

A detailed history of West Branch Capital LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, West Branch Capital LLC holds 2,662 shares of DGRO stock, worth $169,755. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,662
Previous 2,645 0.64%
Holding current value
$169,755
Previous $152,000 9.21%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$57.47 - $62.76 $976 - $1,066
17 Added 0.64%
2,662 $166,000
Q2 2024

Jul 26, 2024
BUY
$55.23 - $58.55 $717 - $761
13 Added 0.49%
2,645 $152,000
Q1 2024

Apr 23, 2024
SELL
$53.33 - $58.06 $3,573 - $3,890
-67 Reduced 2.48%
2,632 $152,000
Q4 2023

Jan 19, 2024
BUY
$47.36 - $54.1 $5,683 - $6,492
120 Added 4.65%
2,699 $145,000
Q2 2023

Aug 04, 2023
BUY
$49.08 - $51.53 $638 - $669
13 Added 0.51%
2,579 $132,000
Q1 2023

Apr 20, 2023
BUY
$47.94 - $51.79 $767 - $828
16 Added 0.63%
2,566 $128,000
Q4 2022

Jan 27, 2023
BUY
$44.53 - $52.33 $712 - $837
16 Added 0.63%
2,550 $0
Q3 2022

Oct 19, 2022
BUY
$44.47 - $52.73 $844 - $1,001
19 Added 0.76%
2,534 $113,000
Q2 2022

Jul 28, 2022
BUY
$45.84 - $53.69 $550 - $644
12 Added 0.48%
2,515 $120,000
Q1 2022

May 03, 2022
BUY
$50.66 - $56.06 $658 - $728
13 Added 0.52%
2,503 $134,000
Q4 2021

Jan 24, 2022
BUY
$50.43 - $55.68 $655 - $723
13 Added 0.52%
2,490 $138,000
Q3 2021

Nov 09, 2021
BUY
$50.23 - $53.1 $602 - $637
12 Added 0.49%
2,477 $124,000
Q2 2021

Aug 17, 2021
BUY
$48.57 - $51.16 $119,725 - $126,109
2,465 New
2,465 $0

Others Institutions Holding DGRO

# of Institutions
1,113
Shares Held
268M
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
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