Wealth Plan Partners, LLC Ishares Core Dividend Growth E Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 273,507 shares of DGRO stock, worth $16.9 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

273,507

Previous 308,779 11.42%

Holding current value

$16.9 Million

Previous $19.4 Billion 13.33%

% of portfolio

2.38%

Previous 2.6%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$60.73 - $64.94 $2.14 Million - $2.29 Million	-35,272 Reduced 11.42%	273,507 $16.8 Billion
Q3 2024 Nov 05, 2024	SELL	$57.47 - $62.76 $9.85 Million - $10.8 Million	-171,479 Reduced 35.71%	308,779 $19.4 Billion
Q2 2024 Aug 09, 2024	BUY	$55.23 - $58.55 $478,512 - $507,277	8,664 Added 1.84%	480,258 $27.7 Billion
Q1 2024 May 07, 2024	BUY	$53.33 - $58.06 $7.86 Million - $8.56 Million	147,434 Added 45.48%	471,594 $27.4 Billion
Q4 2023 Jan 05, 2024	BUY	$47.36 - $54.1 $311,581 - $355,923	6,579 Added 2.07%	324,160 $17.4 Billion
Q3 2023 Nov 01, 2023	BUY	$49.53 - $53.28 $1.84 Million - $1.98 Million	37,213 Added 13.27%	317,581 $15.7 Billion
Q2 2023 Jul 31, 2023	SELL	$49.08 - $51.53 $3.08 Million - $3.23 Million	-62,655 Reduced 18.27%	280,368 $14.4 Billion
Q1 2023 May 10, 2023	SELL	$47.94 - $51.79 $6.96 Million - $7.52 Million	-145,158 Reduced 29.73%	343,023 $17.1 Billion
Q4 2022 Feb 16, 2023	SELL	$44.53 - $52.33 $5.47 Million - $6.43 Million	-122,779 Reduced 20.1%	488,181 $25.2 Billion
Q1 2022 May 03, 2022	SELL	$50.66 - $56.06 $3.05 Million - $3.38 Million	-60,264 Reduced 8.98%	610,960 $30.9 Million
Q4 2021 Feb 01, 2022	BUY	$50.43 - $55.68 $940,771 - $1.04 Million	18,655 Added 2.86%	671,224 $36.1 Million
Q3 2021 Dec 09, 2021	BUY	$50.23 - $53.1 $2.68 Million - $2.83 Million	53,308 Added 8.9%	652,569 $0
Q2 2021 Aug 19, 2021	BUY	$48.57 - $51.16 $494,442 - $520,808	10,180 Added 1.73%	599,261 $31.5 Million
Q1 2021 May 11, 2021	SELL	$44.11 - $48.56 $7,366 - $8,109	-167 Reduced 0.03%	589,081 $29.6 Million
Q4 2020 Feb 09, 2021	SELL	$38.76 - $44.82 $678,261 - $784,305	-17,499 Reduced 2.88%	589,248 $26.9 Million
Q3 2020 Dec 18, 2020	SELL	$37.36 - $41.95 $1.02 Million - $1.14 Million	-27,195 Reduced 4.29%	606,747 $25.8 Million
Q2 2020 Aug 19, 2020	BUY	$31.16 - $40.84 $23,556 - $30,875	756 Added 0.12%	633,942 $25.7 Million
Q1 2020 May 15, 2020	SELL	$27.99 - $43.13 $674,810 - $1.04 Million	-24,109 Reduced 3.67%	633,186 $22.2 Million
Q4 2019 Feb 14, 2020	SELL	$37.88 - $42.2 $2.12 Million - $2.36 Million	-56,034 Reduced 7.86%	657,295 $28.3 Million
Q3 2019 Nov 15, 2019	BUY	$38.89 - $39.54 $103,408 - $105,136	2,659 Added 0.37%	713,329 $29.1 Million
Q2 2019 Aug 19, 2019	SELL	N/A	-14,316 Reduced 1.97%	710,670 $27 Million
Q1 2019 May 16, 2019	SELL	N/A	-13,716 Reduced 1.86%	724,986 $26.9 Million
Q4 2018 Feb 20, 2019	BUY	N/A	26,337 Added 3.7%	738,702 $26.8 Million
Q3 2018 Nov 21, 2018	SELL	N/A	-72,590 Reduced 9.25%	712,365 $25 Million
Q2 2018 Aug 16, 2018	BUY	N/A	98,486 Added 14.35%	784,955 $26.9 Million
Q1 2018 May 16, 2018	BUY	N/A	686,469 New	686,469 $23.3 Million

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

Ticker DGRO
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Wealth Plan Partners, LLC Ishares Core Dividend Growth E Transaction History