Sequent Planning LLC Ishares Core Dividend Growth E Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sequent Planning LLC holds 18,303 shares of DGRO stock, worth $1.25 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

18,303

Previous 18,804 2.66%

Holding current value

$1.25 Million

Previous $1.2 Billion 3.64%

% of portfolio

0.35%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$64.12 - $68.08 $32,124 - $34,108	-501 Reduced 2.66%	18,303 $1.25 Billion
Q2 2025 Aug 14, 2025	BUY	$55.22 - $63.94 $132,086 - $152,944	2,392 Added 14.57%	18,804 $1.2 Billion
Q1 2025 May 13, 2025	SELL	$60.46 - $64.42 $423 - $450	-7 Reduced 0.04%	16,412 $1.01 Billion
Q4 2024 Feb 11, 2025	SELL	$60.73 - $64.94 $45,426 - $48,575	-748 Reduced 4.36%	16,419 $1.01 Billion
Q3 2024 Nov 14, 2024	BUY	$57.47 - $62.76 $65,630 - $71,671	1,142 Added 7.13%	17,167 $1.08 Billion

Q2 2024 Aug 12, 2024	SELL	$55.23 - $58.55 $65,613 - $69,557	-1,188 Reduced 6.9%	16,025 $921 Million
Q1 2024 May 14, 2024	BUY	$53.33 - $58.06 $917,969 - $999,386	17,213 New	17,213 $999 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

Ticker DGRO
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Sequent Planning LLC Ishares Core Dividend Growth E Transaction History