Principle Wealth Partners LLC Ishares Core Dividend Growth E Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Principle Wealth Partners LLC holds 10,853 shares of DGRO stock, worth $670,389. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,853

Previous 10,853 -0.0%

Holding current value

$670,389

Previous $665,000 0.75%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$47.36 - $54.1 $26,426 - $30,187	558 Added 5.42%	10,853 $584,000
Q4 2022 Feb 02, 2023	SELL	$44.53 - $52.33 $36,425 - $42,805	-818 Reduced 7.36%	10,295 $514,000
Q2 2022 Aug 02, 2022	BUY	$45.84 - $53.69 $22,461 - $26,308	490 Added 4.61%	11,113 $529,000
Q1 2022 May 12, 2022	SELL	$50.66 - $56.06 $795,260 - $880,029	-15,698 Reduced 59.64%	10,623 $567,000
Q3 2021 Nov 16, 2021	SELL	$50.23 - $53.1 $106,588 - $112,678	-2,122 Reduced 7.46%	26,321 $1.32 Million
Q2 2021 Aug 13, 2021	BUY	$48.57 - $51.16 $951,437 - $1 Million	19,589 Added 221.24%	28,443 $1.43 Million
Q1 2021 May 18, 2021	BUY	$44.11 - $48.56 $132,153 - $145,485	2,996 Added 51.14%	8,854 $427,000
Q4 2020 Feb 16, 2021	BUY	$38.76 - $44.82 $227,056 - $262,555	5,858 New	5,858 $263,000

Others Institutions Holding DGRO

# of Institutions

1,238

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
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Principle Wealth Partners LLC Ishares Core Dividend Growth E Transaction History