Shepherd Financial Partners LLC Ishares Core Dividend Growth E Transaction History

Shepherd Financial Partners LLC

$831 Million
Q1 2025

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 146,868 shares of DGRO stock, worth $9.12 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

146,868

Previous 147,404 0.36%

Holding current value

$9.12 Million

Previous $9.04 Million 0.67%

% of portfolio

1.08%

Previous 1.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$60.46 - $64.42 $32,406 - $34,529	-536 Reduced 0.36%	146,868 $8.98 Million
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

Others Institutions Holding DGRO

# of Institutions

1,238

Shares Held

294M

Call Options Held

61.1K

Put Options Held

62.1K

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Shepherd Financial Partners LLC Ishares Core Dividend Growth E Transaction History