Philip James Wealth Mangement, LLC Ishares Core Dividend Growth E Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 201,588 shares of DGRO stock, worth $12.5 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
201,588
Previous 196,468 2.61%
Holding current value
$12.5 Million
Previous $11.3 Billion 11.65%
% of portfolio
1.55%
Previous 7.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$57.47 - $62.76 $294,246 - $321,331
5,120 Added 2.61%
201,588 $12.6 Billion
Q2 2024

Jul 23, 2024
BUY
$55.23 - $58.55 $778,356 - $825,145
14,093 Added 7.73%
196,468 $11.3 Billion
Q1 2024

Apr 29, 2024
BUY
$53.33 - $58.06 $519,754 - $565,852
9,746 Added 5.65%
182,375 $10.6 Billion
Q4 2023

Jan 29, 2024
BUY
$47.36 - $54.1 $8.18 Million - $9.34 Million
172,629 New
172,629 $9.29 Billion

Others Institutions Holding DGRO

# of Institutions
1,116
Shares Held
269M
Call Options Held
1.53M
Put Options Held
12.1K
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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