Hoese & Co LLP DGRO Holdings History

Number of Shares
102,515.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
5.49%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
28.65%

Hoese & Co LLP's iShares Core Dividend Growth ETF Holding Summary

As of 2025-03-31, Hoese & Co LLP held 102,515.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $6.33 Mil. This investment constitutes 5.49% of their stock portfolio, and Hoese & Co LLP now holds 0.02% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2020Q4. And since then Hoese & Co LLP has made 11 purchases of DGRO, at an average price of $50.05, for a total of 106,573.00 shares. In addition, there have been 5 sales at an average price of $54.32 for 4,058.00 shares. Based on historical transaction data and DGRO's current price of $64.79, Hoese & Co LLP's estimated gain on his DGRO holdings is $1.53 Mil, reflecting a 28.65% gain to date.

Hoese & Co LLP DGRO ($64.79) Holding Chart

Hoese & Co LLP DGRO ($64.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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