Wr Wealth Planners, LLC Ishares Core Dividend Growth E Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 120 shares of DGRO stock, worth $7,492. This represents 0.0% of its overall portfolio holdings.

Number of Shares

120

Previous 99 21.21%

Holding current value

$7,492

Previous $5,000 40.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$57.47 - $62.76 $1,206 - $1,317	21 Added 21.21%	120 $7,000
Q1 2024 Jul 31, 2024	BUY	$53.33 - $58.06 $5,279 - $5,747	99 New	99 $5,000
Q2 2023 Aug 01, 2024	BUY	$49.08 - $51.53 $11,828 - $12,418	241 Added 243.43%	340 $17.5 Million
Q1 2023 Aug 01, 2024	BUY	$47.94 - $51.79 $48,898 - $52,825	1,020 Added 1030.3%	1,119 $55.9 Million
Q4 2022 Oct 10, 2024	SELL	$44.53 - $52.33 $6,634 - $7,797	-149 Reduced 9.45%	1,428 $71.4 Million
Q3 2022 Oct 10, 2024	BUY	$44.47 - $52.73 $65,726 - $77,934	1,478 Added 1492.93%	1,577 $70.1 Million
Q1 2022 Oct 17, 2024	BUY	$50.66 - $56.06 $73,811 - $81,679	1,457 Added 1214.17%	1,577 $84.2 Million

Others Institutions Holding DGRO

# of Institutions

1,078

Shares Held

263M

Call Options Held

306K

Put Options Held

156K

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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Ishares Core Dividend Growth E Transaction History