Heritage Wealth Advisors Ishares Core Dividend Growth E Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,104 shares of DGRO stock, worth $64,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,104
Previous 1,289 14.35%
Holding current value
$64,274
Previous $80,000 16.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
SELL
$60.73 - $64.94 $11,235 - $12,013
-185 Reduced 14.35%
1,104 $67,000
Q3 2024

Nov 12, 2024
BUY
$57.47 - $62.76 $74,078 - $80,897
1,289 New
1,289 $80,000
Q2 2023

Dec 12, 2024
SELL
$49.08 - $51.53 $6,429 - $6,750
-131 Reduced 10.16%
1,158 $59,000
Q3 2022

Dec 12, 2024
SELL
$44.47 - $52.73 $5,825 - $6,907
-131 Reduced 10.16%
1,158 $51,000
Q2 2022

Aug 04, 2022
BUY
$45.84 - $53.69 $53,082 - $62,173
1,158 New
1,158 $55,000

Others Institutions Holding DGRO

# of Institutions
1,220
Shares Held
300M
Call Options Held
62.4K
Put Options Held
33.8K
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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