Life Plan Financial, LLC Ishares Core Dividend Growth E Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Life Plan Financial, LLC holds 11,519 shares of DGRO stock, worth $788,245. This represents 0.62% of its overall portfolio holdings.

Number of Shares

11,519

Previous 12,161 5.28%

Holding current value

$788,245

Previous $778 Million 0.85%

% of portfolio

0.62%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$64.12 - $68.08 $41,165 - $43,707	-642 Reduced 5.28%	11,519 $784 Million
Q2 2025 Jul 09, 2025	SELL	$55.22 - $63.94 $2,208 - $2,557	-40 Reduced 0.33%	12,161 $778 Million
Q1 2025 Apr 25, 2025	BUY	$60.46 - $64.42 $50,725 - $54,048	839 Added 7.38%	12,201 $754 Million
Q4 2024 Jan 16, 2025	SELL	$60.73 - $64.94 $75,062 - $80,265	-1,236 Reduced 9.81%	11,362 $697 Million
Q3 2024 Oct 03, 2024	SELL	$57.47 - $62.76 $25,114 - $27,426	-437 Reduced 3.35%	12,598 $790 Million

Q2 2024 Jul 30, 2024	BUY	$55.23 - $58.55 $14,801 - $15,691	268 Added 2.1%	13,035 $751 Million
Q1 2024 Apr 30, 2024	BUY	$53.33 - $58.06 $19,785 - $21,540	371 Added 2.99%	12,767 $741 Million
Q4 2023 Jan 30, 2024	BUY	$47.36 - $54.1 $587,074 - $670,623	12,396 New	12,396 $667 Million

Others Institutions Holding DGRO

# of Institutions

1,322

Shares Held

310M

Call Options Held

1.58M

Put Options Held

24.2K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Life Plan Financial, LLC Ishares Core Dividend Growth E Transaction History