A detailed history of Life Plan Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Life Plan Financial, LLC holds 12,598 shares of DGRO stock, worth $803,374. This represents 0.68% of its overall portfolio holdings.

Number of Shares
12,598
Previous 13,035 3.35%
Holding current value
$803,374
Previous $751 Million 5.17%
% of portfolio
0.68%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$57.47 - $62.76 $25,114 - $27,426
-437 Reduced 3.35%
12,598 $790 Million
Q2 2024

Jul 30, 2024

BUY
$55.23 - $58.55 $14,801 - $15,691
268 Added 2.1%
13,035 $751 Million
Q1 2024

Apr 30, 2024

BUY
$53.33 - $58.06 $19,785 - $21,540
371 Added 2.99%
12,767 $741 Million
Q4 2023

Jan 30, 2024

BUY
$47.36 - $54.1 $587,074 - $670,623
12,396 New
12,396 $667 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.