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

Philip James Wealth Mangement, LLC

$857 Billion
Q3 2025

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 189,246 shares of DGRO stock, worth $13 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

189,246

Previous 206,586 8.39%

Holding current value

$13 Million

Previous $13.2 Billion 2.46%

% of portfolio

1.5%

Previous 1.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$64.12 - $68.08 $1.11 Million - $1.18 Million	-17,340 Reduced 8.39%	189,246 $12.9 Billion
Q2 2025 Jul 18, 2025	BUY	$55.22 - $63.94 $138,270 - $160,105	2,504 Added 1.23%	206,586 $13.2 Billion
Q1 2025 Apr 24, 2025	SELL	$60.46 - $64.42 $64,873 - $69,122	-1,073 Reduced 0.52%	204,082 $12.6 Billion
Q4 2024 Jan 31, 2025	BUY	$60.73 - $64.94 $216,623 - $231,640	3,567 Added 1.77%	205,155 $12.6 Billion
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

1,323

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