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

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

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 173,356 shares of DGRO stock, worth $10.6 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
173,356
Previous 139,611 24.17%
Holding current value
$10.6 Million
Previous $8.04 Million 35.13%
% of portfolio
0.91%
Previous 0.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,116
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 Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email