Holistic Planning, LLC Ishares Core Dividend Growth E Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

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 18,382 shares of DGRO stock, worth $1.07 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
18,382
Previous 20,403 9.91%
Holding current value
$1.07 Million
Previous $1.28 Billion 11.85%
% of portfolio
0.41%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,218
Shares Held
300M
Call Options Held
62.4K
Put Options Held
33.8K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email