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

Herold Advisors, Inc.

$443 Million
Q4 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 65,080 shares of DGRO stock, worth $4.01 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

65,080

Previous 68,686 5.25%

Holding current value

$4.01 Million

Previous $4.31 Million 7.27%

% of portfolio

0.9%

Previous 0.96%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$60.73 - $64.94 $218,992 - $234,173	-3,606 Reduced 5.25%	65,080 $3.99 Million
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

1,213

Shares Held

279M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

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