Litman Gregory Wealth Management LLC Ishares Core Dividend Growth E Transaction History

Litman Gregory Wealth Management LLC

$1.33 Billion
Q3 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 496,745 shares of DGRO stock, worth $34 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

496,745

Previous 456,285 8.87%

Holding current value

$34 Million

Previous $29.2 Million 15.92%

% of portfolio

2.54%

Previous 2.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$64.12 - $68.08 $2.59 Million - $2.75 Million	40,460 Added 8.87%	496,745 $33.8 Million
Q2 2025 Jul 23, 2025	BUY	$55.22 - $63.94 $3.41 Million - $3.95 Million	61,746 Added 15.65%	456,285 $29.2 Million
Q1 2025 May 02, 2025	BUY	$60.46 - $64.42 $2.67 Million - $2.84 Million	44,086 Added 12.58%	394,539 $24.4 Million
Q4 2024 Jan 23, 2025	BUY	$60.73 - $64.94 $10.8 Million - $11.5 Million	177,097 Added 102.16%	350,453 $21.5 Million
Q3 2024 Oct 22, 2024	BUY	$57.47 - $62.76 $1.94 Million - $2.12 Million	33,745 Added 24.17%	173,356 $10.9 Million
Q2 2024 Jul 30, 2024	BUY	$55.23 - $58.55 $1.2 Million - $1.27 Million	21,660 Added 18.36%	139,611 $8.04 Million
Q1 2024 May 03, 2024	BUY	$53.33 - $58.06 $2.24 Million - $2.43 Million	41,909 Added 55.11%	117,951 $6.85 Million
Q4 2023 Jan 31, 2024	BUY	$47.36 - $54.1 $249,871 - $285,431	5,276 Added 7.46%	76,042 $4.09 Million
Q2 2023 Aug 09, 2023	BUY	$49.08 - $51.53 $3.47 Million - $3.65 Million	70,766 New	70,766 $3.65 Million
Q4 2022 Jan 17, 2023	BUY	$44.53 - $52.33 $895,676 - $1.05 Million	20,114 Added 40.16%	70,198 $0
Q3 2022 Oct 13, 2022	BUY	$44.47 - $52.73 $657,444 - $779,560	14,784 Added 41.88%	50,084 $2.23 Million
Q2 2022 Jul 21, 2022	BUY	$45.84 - $53.69 $1.62 Million - $1.9 Million	35,300 New	35,300 $1.68 Million
Q1 2022 May 04, 2022	SELL	$50.66 - $56.06 $220,370 - $243,861	-4,350 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$50.23 - $53.1 $207,500 - $219,356	4,131 Added 1886.3%	4,350 $219,000
Q2 2021 Jul 27, 2021	BUY	$48.57 - $51.16 $10,636 - $11,204	219 New	219 $219,000

Others Institutions Holding DGRO

# of Institutions

1,323

Shares Held

310M

Call Options Held

1.58M

Put Options Held

24.2K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Litman Gregory Wealth Management LLC Ishares Core Dividend Growth E Transaction History