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

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 12,711 shares of DGRO stock, worth $869,813. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,711
Previous 11,116 14.35%
Holding current value
$869,813
Previous $710,000 21.83%
% of portfolio
0.32%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$64.12 - $68.08 $102,271 - $108,587
1,595 Added 14.35%
12,711 $865,000
Q1 2025

Apr 21, 2025
SELL
$60.46 - $64.42 $72,612 - $77,368
-1,201 Reduced 9.75%
11,116 $686,000
Q4 2024

Jan 10, 2025
SELL
$60.73 - $64.94 $60,790 - $65,004
-1,001 Reduced 7.52%
12,317 $755,000
Q3 2024

Oct 11, 2024
BUY
$57.47 - $62.76 $765,385 - $835,837
13,318 New
13,318 $835 Million

Others Institutions Holding DGRO

# of Institutions
1,322
Shares Held
310M
Call Options Held
1.58M
Put Options Held
24.2K
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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