York Bridge Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 10,176 shares of DGRO stock, worth $626,027. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,176
Previous 9,804 3.79%
Holding current value
$626,027
Previous $436,000 16.51%
% of portfolio
0.13%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$44.53 - $52.33 $16,565 - $19,466
372 Added 3.79%
10,176 $0
Q3 2022

Oct 18, 2022
SELL
$44.47 - $52.73 $56,699 - $67,230
-1,275 Reduced 11.51%
9,804 $436,000
Q2 2022

Jul 15, 2022
BUY
$45.84 - $53.69 $123,217 - $144,318
2,688 Added 32.03%
11,079 $528,000
Q1 2022

Apr 15, 2022
BUY
$50.66 - $56.06 $3,394 - $3,756
67 Added 0.8%
8,391 $448,000
Q4 2021

Jan 19, 2022
SELL
$50.43 - $55.68 $124,209 - $137,139
-2,463 Reduced 22.83%
8,324 $463,000
Q3 2021

Oct 22, 2021
SELL
$50.23 - $53.1 $42,695 - $45,135
-850 Reduced 7.3%
10,787 $542,000
Q2 2021

Jul 22, 2021
BUY
$48.57 - $51.16 $8,936 - $9,413
184 Added 1.61%
11,637 $586,000
Q1 2021

Apr 15, 2021
SELL
$44.11 - $48.56 $157,472 - $173,359
-3,570 Reduced 23.76%
11,453 $553,000
Q4 2020

Jan 19, 2021
BUY
$38.76 - $44.82 $35,232 - $40,741
909 Added 6.44%
15,023 $673,000
Q3 2020

Oct 19, 2020
SELL
$37.36 - $41.95 $523 - $587
-14 Reduced 0.1%
14,114 $562,000
Q2 2020

Jul 20, 2020
BUY
$31.16 - $40.84 $9,597 - $12,578
308 Added 2.23%
14,128 $531,000
Q1 2020

Apr 16, 2020
BUY
$27.99 - $43.13 $61,717 - $95,101
2,205 Added 18.98%
13,820 $450,000
Q4 2019

Jan 17, 2020
BUY
$37.88 - $42.2 $64,774 - $72,162
1,710 Added 17.26%
11,615 $489,000
Q3 2019

Oct 21, 2019
BUY
$38.89 - $39.54 $32,862 - $33,411
845 Added 9.33%
9,905 $388,000
Q2 2019

Jul 18, 2019
SELL
N/A
-5,275 Reduced 36.8%
9,060 $346,000
Q1 2019

May 09, 2019
SELL
N/A
-550 Reduced 3.69%
14,335 $527,000
Q4 2018

Feb 14, 2019
BUY
N/A
475 Added 3.3%
14,885 $494,000
Q3 2018

Nov 14, 2018
BUY
N/A
500 Added 3.59%
14,410 $536,000
Q2 2018

Aug 10, 2018
BUY
N/A
275 Added 2.02%
13,910 $477,000
Q1 2018

May 15, 2018
BUY
N/A
1,350 Added 10.99%
13,635 $465,000
Q4 2017

Feb 12, 2018
BUY
N/A
4,085 Added 49.82%
12,285 $421,000
Q3 2017

Oct 27, 2017
BUY
N/A
60 Added 0.74%
8,200 $266,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,140
8,140 $256,000

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

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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