Ridgecrest Wealth Partners, LLC Ishares Core Dividend Growth E Transaction History

Ridgecrest Wealth Partners, LLC

  • $167 Million
  • Q1 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 232,148 shares of DGRO stock, worth $13.5 Million. This represents 8.06% of its overall portfolio holdings.

Number of Shares
232,148
Previous 246,172 5.7%
Holding current value
$13.5 Million
Previous $13.2 Million 1.74%
% of portfolio
8.06%
Previous 8.77%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$53.33 - $58.06 $747,899 - $814,233
-14,024 Reduced 5.7%
232,148 $13.5 Million
Q4 2023

Jan 09, 2024
BUY
$47.36 - $54.1 $236,231 - $269,850
4,988 Added 2.07%
246,172 $13.2 Million
Q3 2023

Oct 25, 2023
BUY
$49.53 - $53.28 $541,610 - $582,616
10,935 Added 4.75%
241,184 $11.9 Million
Q2 2023

Jul 31, 2023
SELL
$49.08 - $51.53 $22,429 - $23,549
-457 Reduced 0.2%
230,249 $11.9 Million
Q1 2023

Apr 24, 2023
BUY
$47.94 - $51.79 $706,300 - $763,022
14,733 Added 6.82%
230,706 $11.5 Million
Q4 2022

Jan 26, 2023
BUY
$48.1 - $52.33 $558,104 - $607,184
11,603 Added 5.68%
215,973 $0
Q3 2022

Oct 20, 2022
BUY
N/A
21,098 Added 11.51%
204,370 $9.09 Million
Q2 2022

Jul 29, 2022
BUY
N/A
70,349 Added 62.3%
183,272 $8.73 Million
Q1 2022

Apr 26, 2022
BUY
N/A
57,518 Added 103.81%
112,923 $6.03 Million
Q4 2021

Jan 19, 2022
BUY
N/A
8,212 Added 17.4%
55,405 $3.08 Million
Q3 2021

Nov 03, 2021
BUY
N/A
14,760 Added 45.51%
47,193 $2.37 Million
Q2 2021

Jul 21, 2021
BUY
N/A
32,433 New
32,433 $1.63 Million

Others Institutions Holding DGRO

# of Institutions
1,044
Shares Held
253M
Call Options Held
1.36M
Put Options Held
123K
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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