Shepherd Financial Partners LLC Ishares Core Dividend Growth E Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 147,404 shares of DGRO stock, worth $9.35 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
147,404
Previous 149,969 1.71%
Holding current value
$9.35 Million
Previous $9.4 Million 3.83%
% of portfolio
1.09%
Previous 1.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$60.73 - $64.94 $155,772 - $166,571
-2,565 Reduced 1.71%
147,404 $9.04 Million
Q3 2024

Oct 28, 2024
SELL
$57.47 - $62.76 $181,720 - $198,447
-3,162 Reduced 2.06%
149,969 $9.4 Million
Q2 2024

Aug 07, 2024
SELL
$55.23 - $58.55 $663,643 - $703,536
-12,016 Reduced 7.28%
153,131 $8.82 Million
Q1 2024

Apr 22, 2024
BUY
$53.33 - $58.06 $676,331 - $736,316
12,682 Added 8.32%
165,147 $9.59 Million
Q4 2023

Feb 12, 2024
SELL
$47.36 - $54.1 $124,983 - $142,769
-2,639 Reduced 1.7%
152,465 $8.21 Million
Q3 2023

Nov 08, 2023
SELL
$49.53 - $53.28 $220,358 - $237,042
-4,449 Reduced 2.79%
155,104 $7.68 Million
Q2 2023

Aug 11, 2023
BUY
$49.08 - $51.53 $74,454 - $78,171
1,517 Added 0.96%
159,553 $8.22 Million
Q1 2023

May 01, 2023
SELL
$47.94 - $51.79 $2.18 Million - $2.35 Million
-45,438 Reduced 22.33%
158,036 $7.9 Million
Q4 2022

Feb 14, 2023
SELL
$44.53 - $52.33 $663,363 - $779,560
-14,897 Reduced 6.82%
203,474 $10.2 Million
Q3 2022

Nov 09, 2022
BUY
$44.47 - $52.73 $8.44 Million - $10 Million
189,814 Added 664.68%
218,371 $9.71 Million
Q2 2022

Aug 15, 2022
BUY
$45.84 - $53.69 $1.31 Million - $1.53 Million
28,557 New
28,557 $1.36 Million

About ISHARES CORE DIVIDEND GROWTH E

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  • Ticker DGRO
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