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 $957,405. This represents 1.15% of its overall portfolio holdings.

Number of Shares
15,598
Previous 16,128 3.29%
Holding current value
$957,405
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
$44.47 - $52.73 $23,569 - $27,946
-530 Reduced 3.29%
15,598 $694,000
Q2 2022

Jul 26, 2022
BUY
$45.84 - $53.69 $6,921 - $8,107
151 Added 0.95%
16,128 $768,000
Q1 2022

May 10, 2022
BUY
$50.66 - $56.06 $246,866 - $273,180
4,873 Added 43.89%
15,977 $853,000
Q4 2021

Feb 14, 2022
SELL
$50.43 - $55.68 $43,319 - $47,829
-859 Reduced 7.18%
11,104 $617,000
Q3 2021

Nov 22, 2021
BUY
$50.23 - $53.1 $24,060 - $25,434
479 Added 4.17%
11,963 $601,000
Q3 2021

Nov 12, 2021
SELL
$50.23 - $53.1 $24,060 - $25,434
-479 Reduced 4.0%
11,484 $601,000
Q1 2021

May 06, 2021
BUY
$44.11 - $48.56 $13,233 - $14,568
300 Added 2.57%
11,963 $577,000
Q4 2020

Feb 12, 2021
SELL
$38.76 - $44.82 $136,008 - $157,273
-3,509 Reduced 23.13%
11,663 $523,000
Q3 2020

Nov 03, 2020
SELL
$37.36 - $41.95 $40,348 - $45,306
-1,080 Reduced 6.65%
15,172 $604,000
Q2 2020

Aug 17, 2020
BUY
$31.16 - $40.84 $483,229 - $633,346
15,508 Added 2084.41%
16,252 $611,000
Q1 2020

May 18, 2020
SELL
$27.99 - $43.13 $618,243 - $952,655
-22,088 Reduced 96.74%
744 $744,000
Q1 2020

May 18, 2020
SELL
$27.99 - $43.13 $952,723 - $1.47 Million
-34,038 Reduced 59.85%
22,832 $744,000
Q4 2019

Feb 12, 2020
BUY
$37.88 - $42.2 $2.15 Million - $2.4 Million
56,870 New
56,870 $2.39 Million

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email