Cypress Financial Planning LLC Ishares Core Dividend Growth E Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 194,588 shares of DGRO stock, worth $11.9 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

194,588

Previous 196,335 0.89%

Holding current value

$11.9 Million

Previous $12.3 Million 3.02%

% of portfolio

4.41%

Previous 4.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$60.73 - $64.94 $106,095 - $113,450	-1,747 Reduced 0.89%	194,588 $11.9 Million
Q3 2024 Oct 07, 2024	SELL	$57.47 - $62.76 $573,550 - $626,344	-9,980 Reduced 4.84%	196,335 $12.3 Million
Q2 2024 Jul 16, 2024	BUY	$55.23 - $58.55 $968,292 - $1.03 Million	17,532 Added 9.29%	206,315 $11.9 Million
Q1 2024 Apr 12, 2024	BUY	$53.33 - $58.06 $4.41 Million - $4.81 Million	82,786 Added 78.1%	188,783 $11 Million
Q4 2023 Jan 09, 2024	BUY	$47.36 - $54.1 $1.19 Million - $1.36 Million	25,075 Added 30.99%	105,997 $5.7 Million
Q3 2023 Oct 10, 2023	BUY	$49.53 - $53.28 $160,526 - $172,680	3,241 Added 4.17%	80,922 $4.01 Million
Q2 2023 Jul 11, 2023	BUY	$49.08 - $51.53 $358,922 - $376,838	7,313 Added 10.39%	77,681 $4 Million
Q1 2023 Apr 07, 2023	BUY	$47.94 - $51.79 $175,748 - $189,862	3,666 Added 5.5%	70,368 $3.52 Million
Q4 2022 Jan 30, 2023	BUY	$44.53 - $52.33 $59,625 - $70,069	1,339 Added 2.05%	66,702 $3.34 Million
Q3 2022 Oct 13, 2022	BUY	$44.47 - $52.73 $243,962 - $289,276	5,486 Added 9.16%	65,363 $2.91 Million
Q2 2022 Jul 20, 2022	BUY	$45.84 - $53.69 $2.74 Million - $3.21 Million	59,877 New	59,877 $2.85 Million

Others Institutions Holding DGRO

# of Institutions

1,216

Shares Held

296M

Call Options Held

62.4K

Put Options Held

33.8K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Cypress Financial Planning LLC Ishares Core Dividend Growth E Transaction History