Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Holistic Planning, LLC holds 20,403 shares of DGRO stock, worth $1.3 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
20,403
Previous 25,952 21.38%
Holding current value
$1.3 Million
Previous $1.51 Billion 15.11%
% of portfolio
0.54%
Previous 1.16%

Shares

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

Nov 01, 2024
SELL
$57.47 - $62.76 $318,901 - $348,255
-5,549 Reduced 21.38%
20,403 $1.28 Billion
Q2 2024

Jul 22, 2024
SELL
$55.23 - $58.55 $41,643 - $44,146
-754 Reduced 2.82%
25,952 $1.51 Billion
Q1 2024

May 01, 2024
SELL
$53.33 - $58.06 $181,801 - $197,926
-3,409 Reduced 11.32%
26,706 $1.55 Billion
Q4 2023

Feb 14, 2024
BUY
$47.36 - $54.1 $1.43 Million - $1.63 Million
30,115 New
30,115 $1.62 Billion

Others Institutions Holding DGRO

# of Institutions
1,082
Shares Held
263M
Call Options Held
306K
Put Options Held
156K
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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