4 J Wealth Management LLC Ishares Core Dividend Growth E Transaction History
4 J Wealth Management LLC
- $123 Million
- Q3 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, 4 J Wealth Management LLC holds 37,512 shares of DGRO stock, worth $2.55 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
37,512
Previous 38,778
3.26%
Holding current value
$2.55 Million
Previous $2.48 Million
2.99%
% of portfolio
2.07%
Previous 2.28%
Shares
12 transactions
Others Institutions Holding DGRO
# of Institutions
1,297Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio