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

Beacon Bridge Wealth Partners, LLC

$234 Billion
Q1 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 63,901 shares of DGRO stock, worth $3.8 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

63,901

Previous 63,703 0.31%

Holding current value

$3.8 Million

Previous $3.91 Billion 1.03%

% of portfolio

1.68%

Previous 1.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$60.46 - $64.42 $11,971 - $12,755	198 Added 0.31%	63,901 $3.95 Billion
Q4 2024 Feb 04, 2025	SELL	$60.73 - $64.94 $251,361 - $268,786	-4,139 Reduced 6.1%	63,703 $3.91 Billion
Q3 2024 Nov 12, 2024	BUY	$57.47 - $62.76 $535,505 - $584,797	9,318 Added 15.92%	67,842 $4.25 Billion
Q2 2024 Aug 02, 2024	BUY	$55.23 - $58.55 $423,337 - $448,785	7,665 Added 15.07%	58,524 $3.37 Billion
Q1 2024 May 03, 2024	BUY	$53.33 - $58.06 $468,504 - $510,057	8,785 Added 20.88%	50,859 $2.95 Billion
Q4 2023 Feb 09, 2024	BUY	$47.36 - $54.1 $1.5 Million - $1.71 Million	31,583 Added 301.05%	42,074 $2.26 Billion
Q3 2023 Nov 14, 2023	BUY	$49.53 - $53.28 $519,619 - $558,960	10,491 New	10,491 $520 Million

Others Institutions Holding DGRO

# of Institutions

1,220

Shares Held

296M

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