Investment Planning Advisors, Inc. Ishares Core Dividend Growth E Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,906 shares of DGRO stock, worth $335,717. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,906

Previous 4,353 12.7%

Holding current value

$335,717

Previous $278,000 20.14%

% of portfolio

0.12%

Previous 0.14%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$64.12 - $68.08 $35,458 - $37,648	553 Added 12.7%	4,906 $334,000
Q2 2025 Jul 21, 2025	BUY	$55.22 - $63.94 $24,683 - $28,581	447 Added 11.44%	4,353 $278,000
Q1 2025 Apr 22, 2025	BUY	$60.46 - $64.42 $236,156 - $251,624	3,906 New	3,906 $241,000

Others Institutions Holding DGRO

# of Institutions

1,324

Shares Held

310M

Call Options Held

1.58M

Put Options Held

24.2K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Investment Planning Advisors, Inc. Ishares Core Dividend Growth E Transaction History