Prepared Retirement Institute LLC Ishares Core Dividend Growth E Transaction History

Prepared Retirement Institute LLC

$192 Billion
Q3 2025

A detailed history of Prepared Retirement Institute LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 8,982 shares of DGRO stock, worth $614,638. This represents 0.32% of its overall portfolio holdings.

Number of Shares

8,982

Previous 22,970 60.9%

Holding current value

$614,638

Previous $1.47 Billion 58.37%

% of portfolio

0.32%

Previous 0.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$64.12 - $68.08 $896,910 - $952,303	-13,988 Reduced 60.9%	8,982 $611 Million
Q2 2025 Jul 17, 2025	SELL	$55.22 - $63.94 $15,792 - $18,286	-286 Reduced 1.23%	22,970 $1.47 Billion
Q1 2025 May 01, 2025	SELL	$60.46 - $64.42 $270,679 - $288,408	-4,477 Reduced 16.14%	23,256 $1.44 Billion
Q4 2024 Feb 13, 2025	SELL	$60.73 - $64.94 $112,350 - $120,139	-1,850 Reduced 6.25%	27,733 $1.7 Billion
Q3 2024 Feb 13, 2025	BUY	$57.47 - $62.76 $8,390 - $9,162	146 Added 0.5%	29,583 $1.85 Billion

Q2 2024 Feb 13, 2025	SELL	$55.23 - $58.55 $30,818 - $32,670	-558 Reduced 1.86%	29,437 $1.7 Billion
Q1 2024 Feb 13, 2025	SELL	$53.33 - $58.06 $487,862 - $531,132	-9,148 Reduced 23.37%	29,995 $1.74 Billion
Q4 2023 Feb 13, 2025	BUY	$47.36 - $54.1 $1.85 Million - $2.12 Million	39,143 New	39,143 $2.11 Billion

About ISHARES CORE DIVIDEND GROWTH E

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Prepared Retirement Institute LLC Ishares Core Dividend Growth E Transaction History