Whelan Financial Ishares Core Dividend Growth E Transaction History

Whelan Financial

  • $243 Million
  • Q3 2024

A detailed history of Whelan Financial transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Whelan Financial holds 8,507 shares of DGRO stock, worth $522,159. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,507
Previous 8,507 -0.0%
Holding current value
$522,159
Previous $490,000 8.78%
% of portfolio
0.22%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$55.23 - $58.55 $39,599 - $41,980
-717 Reduced 7.77%
8,507 $490,000
Q1 2024

Apr 19, 2024
BUY
$53.33 - $58.06 $213 - $232
4 Added 0.04%
9,224 $535,000
Q4 2023

Jan 18, 2024
BUY
$47.36 - $54.1 $436,659 - $498,802
9,220 New
9,220 $496,000

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
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 Whelan Financial Portfolio

Follow Whelan Financial 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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email