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

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 5,229 shares of DGRO stock, worth $357,820. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,229
Previous 5,545 5.7%
Holding current value
$357,820
Previous $354,000 0.28%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2025
SELL
$64.12 - $68.08 $20,261 - $21,513
-316 Reduced 5.7%
5,229 $355,000
Q4 2024

Feb 14, 2025
SELL
$60.73 - $64.94 $73,726 - $78,837
-1,214 Reduced 17.96%
5,545 $340,000
Q3 2021

Nov 05, 2021
BUY
$50.23 - $53.1 $4,219 - $4,460
84 Added 1.26%
6,759 $340,000
Q2 2021

Jul 14, 2021
BUY
$48.57 - $51.16 $24,770 - $26,091
510 Added 8.27%
6,675 $336,000
Q1 2021

Apr 20, 2021
BUY
$44.11 - $48.56 $271,938 - $299,372
6,165 New
6,165 $298,000

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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