Philip James Wealth Mangement, LLC Ishares Core Dividend Growth E Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 201,588 shares of DGRO stock, worth $13 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
201,588
Previous 196,468 2.61%
Holding current value
$13 Million
Previous $11.3 Billion 11.65%
% of portfolio
1.55%
Previous 7.53%

Shares

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

Oct 31, 2024
BUY
$57.47 - $62.76 $294,246 - $321,331
5,120 Added 2.61%
201,588 $12.6 Billion
Q2 2024

Jul 23, 2024
BUY
$55.23 - $58.55 $778,356 - $825,145
14,093 Added 7.73%
196,468 $11.3 Billion
Q1 2024

Apr 29, 2024
BUY
$53.33 - $58.06 $519,754 - $565,852
9,746 Added 5.65%
182,375 $10.6 Billion
Q4 2023

Jan 29, 2024
BUY
$47.36 - $54.1 $8.18 Million - $9.34 Million
172,629 New
172,629 $9.29 Billion

Others Institutions Holding DGRO

# of Institutions
1,113
Shares Held
268M
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 Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email