Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Holistic Planning, LLC holds 20,586 shares of DGRO stock, worth $1.41 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

20,586

Previous 21,176 2.79%

Holding current value

$1.41 Million

Previous $1.35 Billion 3.51%

% of portfolio

0.37%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$64.12 - $68.08 $37,830 - $40,167	-590 Reduced 2.79%	20,586 $1.4 Billion
Q2 2025 Jul 28, 2025	BUY	$55.22 - $63.94 $272,400 - $315,416	4,933 Added 30.37%	21,176 $1.35 Billion
Q1 2025 Apr 23, 2025	SELL	$60.46 - $64.42 $129,323 - $137,794	-2,139 Reduced 11.64%	16,243 $1 Billion
Q4 2024 Jan 24, 2025	SELL	$60.73 - $64.94 $122,735 - $131,243	-2,021 Reduced 9.91%	18,382 $1.13 Billion
Q3 2024 Nov 01, 2024	SELL	$57.47 - $62.76 $318,901 - $348,255	-5,549 Reduced 21.38%	20,403 $1.28 Billion

Q2 2024 Jul 22, 2024	SELL	$55.23 - $58.55 $41,643 - $44,146	-754 Reduced 2.82%	25,952 $1.51 Billion
Q1 2024 May 01, 2024	SELL	$53.33 - $58.06 $181,801 - $197,926	-3,409 Reduced 11.32%	26,706 $1.55 Billion
Q4 2023 Feb 14, 2024	BUY	$47.36 - $54.1 $1.43 Million - $1.63 Million	30,115 New	30,115 $1.62 Billion

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

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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History