Wealth Plan Investment Management, LLC Ishares Core Dividend Growth E Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 317,471 shares of DGRO stock, worth $20 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

317,471

Previous 269,628 17.74%

Holding current value

$20 Million

Previous $16.9 Million 15.21%

% of portfolio

2.06%

Previous 1.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$60.73 - $64.94 $2.91 Million - $3.11 Million	47,843 Added 17.74%	317,471 $19.5 Million
Q3 2024 Nov 05, 2024	BUY	$57.47 - $62.76 $9.81 Million - $10.7 Million	170,636 Added 172.37%	269,628 $16.9 Million
Q2 2024 Aug 09, 2024	BUY	$55.23 - $58.55 $151,330 - $160,427	2,740 Added 2.85%	98,992 $5.7 Million
Q1 2024 May 16, 2024	SELL	$53.33 - $58.06 $2.01 Million - $2.19 Million	-37,643 Reduced 28.11%	96,252 $5.59 Million
Q4 2023 Jan 05, 2024	BUY	$47.36 - $54.1 $564,625 - $644,980	11,922 Added 9.77%	133,895 $7.21 Million
Q3 2023 Nov 15, 2023	SELL	$49.53 - $53.28 $9.69 Million - $10.4 Million	-195,608 Reduced 61.59%	121,973 $6.04 Million
Q3 2023 Nov 09, 2023	BUY	$49.53 - $53.28 $10.8 Million - $11.6 Million	217,277 Added 216.62%	317,581 $15.7 Million
Q2 2023 Aug 14, 2023	BUY	$49.08 - $51.53 $3.06 Million - $3.21 Million	62,381 Added 164.49%	100,304 $5.17 Million
Q2 2023 Jul 25, 2023	SELL	$49.08 - $51.53 $5.18 Million - $5.44 Million	-105,638 Reduced 73.58%	37,923 $1.95 Million
Q1 2023 May 08, 2023	SELL	$47.94 - $51.79 $16.5 Million - $17.8 Million	-344,526 Reduced 70.59%	143,561 $7.18 Million
Q4 2022 Feb 15, 2023	SELL	$44.53 - $52.33 $203,413 - $239,043	-4,568 Reduced 0.93%	488,087 $24.4 Million
Q3 2022 Dec 12, 2022	SELL	$44.47 - $52.73 $5.26 Million - $6.24 Million	-118,305 Reduced 19.36%	492,655 $25 Million
Q1 2022 Sep 07, 2022	BUY	$50.66 - $56.06 $31 Million - $34.3 Million	610,960 New	610,960 $30.9 Million

Others Institutions Holding DGRO

# of Institutions

1,208

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Ishares Core Dividend Growth E Transaction History