Forbes Financial Planning, Inc. Ishares Core Dividend Growth E Transaction History

Forbes Financial Planning, Inc.

$127 Million
Q2 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 68,905 shares of DGRO stock, worth $4.3 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

68,905

Previous 68,015 1.31%

Holding current value

$4.3 Million

Previous $3.95 Million 0.53%

% of portfolio

3.12%

Previous 3.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$55.23 - $58.55 $49,154 - $52,109	890 Added 1.31%	68,905 $3.97 Million
Q1 2024 Apr 29, 2024	BUY	$53.33 - $58.06 $176,735 - $192,410	3,314 Added 5.12%	68,015 $3.95 Million
Q4 2023 Feb 13, 2024	BUY	$47.36 - $54.1 $186,408 - $212,937	3,936 Added 6.48%	64,701 $3.48 Million
Q3 2023 Nov 07, 2023	BUY	$49.53 - $53.28 $6,736 - $7,246	136 Added 0.22%	60,765 $3.01 Million
Q2 2023 Aug 08, 2023	BUY	$49.08 - $51.53 $16,539 - $17,365	337 Added 0.56%	60,629 $3.12 Million
Q1 2023 May 04, 2023	BUY	$47.94 - $51.79 $2.5 Million - $2.7 Million	52,084 Added 634.55%	60,292 $3.01 Million
Q3 2022 Oct 21, 2022	SELL	$44.47 - $52.73 $2,001 - $2,372	-45 Reduced 0.55%	8,208 $365,000
Q1 2022 May 13, 2022	BUY	$50.66 - $56.06 $65,604 - $72,597	1,295 Added 18.61%	8,253 $441,000
Q4 2021 Feb 18, 2022	BUY	$50.43 - $55.68 $350,891 - $387,421	6,958 New	6,958 $387,000

Others Institutions Holding DGRO

# of Institutions

1,056

Shares Held

262M

Call Options Held

306K

Put Options Held

163K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Forbes Financial Planning, Inc. Ishares Core Dividend Growth E Transaction History