Legacy Wealth Planning, LLC Ishares Core Dividend Growth E Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 15,598 shares of DGRO stock, worth $900,940. This represents 1.15% of its overall portfolio holdings.

Number of Shares
15,598
Previous 16,128 3.29%
Holding current value
$900,940
Previous $768,000 9.64%
% of portfolio
1.15%
Previous 1.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
N/A
-530 Reduced 3.29%
15,598 $694,000
Q2 2022

Jul 26, 2022
BUY
N/A
151 Added 0.95%
16,128 $768,000
Q1 2022

May 10, 2022
BUY
N/A
4,873 Added 43.89%
15,977 $853,000
Q4 2021

Feb 14, 2022
SELL
N/A
-859 Reduced 7.18%
11,104 $617,000
Q3 2021

Nov 22, 2021
BUY
N/A
479 Added 4.17%
11,963 $601,000
Q3 2021

Nov 12, 2021
SELL
N/A
-479 Reduced 4.0%
11,484 $601,000
Q1 2021

May 06, 2021
BUY
N/A
300 Added 2.57%
11,963 $577,000
Q4 2020

Feb 12, 2021
SELL
N/A
-3,509 Reduced 23.13%
11,663 $523,000
Q3 2020

Nov 03, 2020
SELL
N/A
-1,080 Reduced 6.65%
15,172 $604,000
Q2 2020

Aug 17, 2020
BUY
N/A
15,508 Added 2084.41%
16,252 $611,000
Q1 2020

May 18, 2020
SELL
N/A
-22,088 Reduced 96.74%
744 $744,000
Q1 2020

May 18, 2020
SELL
N/A
-34,038 Reduced 59.85%
22,832 $744,000
Q4 2019

Feb 12, 2020
BUY
N/A
56,870 New
56,870 $2.39 Million

Others Institutions Holding DGRO

# of Institutions
1,041
Shares Held
253M
Call Options Held
1.36M
Put Options Held
123K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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