Herold Advisors, Inc. Ishares Core Dividend Growth E Transaction History

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Herold Advisors, Inc. holds 68,686 shares of DGRO stock, worth $4.33 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
68,686
Previous 68,619 0.1%
Holding current value
$4.33 Million
Previous $3.95 Million 8.9%
% of portfolio
0.96%
Previous 0.93%

Shares

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

Nov 14, 2024
BUY
$57.47 - $62.76 $3,850 - $4,204
67 Added 0.1%
68,686 $4.31 Million
Q2 2024

Jul 24, 2024
BUY
$55.23 - $58.55 $70,086 - $74,299
1,269 Added 1.88%
68,619 $3.95 Million
Q1 2024

May 10, 2024
SELL
$53.33 - $58.06 $293,528 - $319,562
-5,504 Reduced 7.55%
67,350 $3.91 Million
Q4 2023

Feb 02, 2024
BUY
$47.36 - $54.1 $2.39 Million - $2.73 Million
50,502 Added 225.94%
72,854 $3.92 Million
Q3 2023

Nov 08, 2023
SELL
$49.53 - $53.28 $131,947 - $141,937
-2,664 Reduced 10.65%
22,352 $1.11 Million
Q2 2023

Jul 14, 2023
BUY
$49.08 - $51.53 $177,178 - $186,023
3,610 Added 16.86%
25,016 $1.29 Million
Q1 2023

Apr 19, 2023
BUY
$47.94 - $51.79 $10,882 - $11,756
227 Added 1.07%
21,406 $1.07 Million
Q4 2022

Feb 14, 2023
BUY
$44.53 - $52.33 $12,156 - $14,286
273 Added 1.31%
21,179 $1.06 Million
Q3 2022

Nov 08, 2022
BUY
$44.47 - $52.73 $44 - $52
1 Added 0.0%
20,906 $929,000
Q2 2022

Jul 15, 2022
BUY
$45.84 - $53.69 $45 - $53
1 Added 0.0%
20,905 $995,000
Q1 2022

May 09, 2022
BUY
$50.66 - $56.06 $50 - $56
1 Added 0.0%
20,904 $0
Q4 2021

Jan 20, 2022
BUY
$50.43 - $55.68 $50 - $55
1 Added 0.0%
20,903 $1.16 Million
Q3 2021

Nov 03, 2021
BUY
$50.23 - $53.1 $1.05 Million - $1.11 Million
20,902 New
20,902 $1.05 Million

Others Institutions Holding DGRO

# of Institutions
1,113
Shares Held
268M
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
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email