Unified Trust Company, N.A. DGRO Holdings History
Unified Trust Company, N.A.'s iShares Core Dividend Growth ETF Holding Summary
As of 2021-09-30, Unified Trust Company, N.A. held 1.46 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $73.26 Mil. This investment constitutes 21.59% of their stock portfolio, and Unified Trust Company, N.A. now holds 0.33% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2021Q1. And since then Unified Trust Company, N.A. has made 2 purchases of DGRO, at an average price of $46.02, for a total of 1.46 Mil shares. In addition, there have been 1 sales at an average price of $51.56 for 4,388.00 shares. Based on historical transaction data and DGRO's current price of $64.86, Unified Trust Company, N.A.'s estimated gain on his DGRO holdings is $27.49 Mil, reflecting a 40.85% gain to date.
Unified Trust Company, N.A. DGRO ($64.86) Holding Chart
Unified Trust Company, N.A. DGRO ($64.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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