Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

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 16,243 shares of DGRO stock, worth $965,646. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,243

Previous 18,382 11.64%

Holding current value

$965,646

Previous $1.13 Billion 11.01%

% of portfolio

0.34%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$60.46 - $64.42 $129,323 - $137,794	-2,139 Reduced 11.64%	16,243 $1 Billion
Q4 2024 Jan 24, 2025	SELL	$60.73 - $64.94 $122,735 - $131,243	-2,021 Reduced 9.91%	18,382 $1.13 Billion
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

1,220

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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Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History