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 1,289 shares of DGRO stock, worth $81,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,289
Holding current value
$81,812
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.