1 North Wealth Services LLC Ishares Core Dividend Growth E Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$60.73 - $64.94 $31,701 - $33,898	-522 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$37.88 - $42.2 $19,773 - $22,028	522 New	522 $22,000

Others Institutions Holding DGRO

# of Institutions

1,189

Shares Held

272M

Call Options Held

1.53M

Put Options Held

12.1K

Morgan Stanley New York, NY

18.4M
Shares

$1.17 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

17.6M
Shares

$1.12 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

14.8M
Shares

$938 Million
0.38% of portfolio
Envestnet Asset Management Inc

10.7M
Shares

$677 Million
0.22% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.1M
Shares

$639 Million
0.23% of portfolio

About ISHARES CORE DIVIDEND GROWTH E

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