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

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 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 96,252 shares of DGRO stock, worth $5.56 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
96,252
Previous 133,895 28.11%
Holding current value
$5.56 Million
Previous $7.21 Million 22.45%
% of portfolio
0.95%
Previous 1.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$48.1 - $52.33 $219,720 - $239,043
-4,568 Reduced 0.93%
488,087 $24.4 Million
Q3 2022

Dec 12, 2022
SELL
N/A
-118,305 Reduced 19.36%
492,655 $25 Million
Q1 2022

Sep 07, 2022
BUY
N/A
610,960 New
610,960 $30.9 Million

Others Institutions Holding DGRO

# of Institutions
1,041
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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