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

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 235,879 shares of DGRO stock, worth $16.1 Million. This represents 7.32% of its overall portfolio holdings.

Number of Shares
235,879
Previous 237,137 0.53%
Holding current value
$16.1 Million
Previous $15.2 Million 5.91%
% of portfolio
7.32%
Previous 8.05%

Shares

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

Oct 14, 2025
SELL
$64.12 - $68.08 $80,662 - $85,644
-1,258 Reduced 0.53%
235,879 $16.1 Million
Q2 2025

Jul 15, 2025
BUY
$55.22 - $63.94 $198,184 - $229,480
3,589 Added 1.54%
237,137 $15.2 Million
Q1 2025

Apr 22, 2025
BUY
$60.46 - $64.42 $307,076 - $327,189
5,079 Added 2.22%
233,548 $14.4 Million
Q4 2024

Jan 22, 2025
SELL
$60.73 - $64.94 $2,064 - $2,207
-34 Reduced 0.01%
228,469 $14 Million
Q3 2024

Nov 04, 2024
SELL
$57.47 - $62.76 $447,978 - $489,214
-7,795 Reduced 3.3%
228,503 $14.3 Million
Q2 2024

Aug 05, 2024
BUY
$55.23 - $58.55 $229,204 - $242,982
4,150 Added 1.79%
236,298 $13.6 Million
Q1 2024

Apr 17, 2024
SELL
$53.33 - $58.06 $747,899 - $814,233
-14,024 Reduced 5.7%
232,148 $13.5 Million
Q4 2023

Jan 09, 2024
BUY
$47.36 - $54.1 $236,231 - $269,850
4,988 Added 2.07%
246,172 $13.2 Million
Q3 2023

Oct 25, 2023
BUY
$49.53 - $53.28 $541,610 - $582,616
10,935 Added 4.75%
241,184 $11.9 Million
Q2 2023

Jul 31, 2023
SELL
$49.08 - $51.53 $22,429 - $23,549
-457 Reduced 0.2%
230,249 $11.9 Million
Q1 2023

Apr 24, 2023
BUY
$47.94 - $51.79 $706,300 - $763,022
14,733 Added 6.82%
230,706 $11.5 Million
Q4 2022

Jan 26, 2023
BUY
$44.53 - $52.33 $516,681 - $607,184
11,603 Added 5.68%
215,973 $0
Q3 2022

Oct 20, 2022
BUY
$44.47 - $52.73 $938,228 - $1.11 Million
21,098 Added 11.51%
204,370 $9.09 Million
Q2 2022

Jul 29, 2022
BUY
$45.84 - $53.69 $3.22 Million - $3.78 Million
70,349 Added 62.3%
183,272 $8.73 Million
Q1 2022

Apr 26, 2022
BUY
$50.66 - $56.06 $2.91 Million - $3.22 Million
57,518 Added 103.81%
112,923 $6.03 Million
Q4 2021

Jan 19, 2022
BUY
$50.43 - $55.68 $414,131 - $457,244
8,212 Added 17.4%
55,405 $3.08 Million
Q3 2021

Nov 03, 2021
BUY
$50.23 - $53.1 $741,394 - $783,756
14,760 Added 45.51%
47,193 $2.37 Million
Q2 2021

Jul 21, 2021
BUY
$48.57 - $51.16 $1.58 Million - $1.66 Million
32,433 New
32,433 $1.63 Million

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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