Phillips Financial Management, LLC Ishares Core Dividend Growth E Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Phillips Financial Management, LLC holds 751 shares of DGRO stock, worth $46,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
751
Previous 1,252 40.02%
Holding current value
$46,201
Previous $72,000 34.72%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 07, 2024
SELL
$57.47 - $62.76 $28,792 - $31,442
-501 Reduced 40.02%
751 $47,000
Q2 2024

Aug 08, 2024
BUY
$55.23 - $58.55 $27,670 - $29,333
501 Added 66.71%
1,252 $72,000
Q3 2023

Nov 09, 2023
BUY
$49.53 - $53.28 $37,197 - $40,013
751 New
751 $37,000
Q3 2022

Nov 08, 2022
BUY
$44.47 - $52.73 $8,049 - $9,544
181 New
181 $8,000

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
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