Cary Street Partners Investment Advisory LLC Ishares Core Dividend Growth E Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$44.53 - $52.33 $101,661 - $119,469	2,283 New	2,283 $114,000
Q4 2020 Feb 12, 2021	SELL	$38.76 - $44.82 $34,341 - $39,710	-886 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$37.36 - $41.95 $33,100 - $37,167	886 New	886 $35,000

Others Institutions Holding DGRO

# of Institutions

1,116

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

Morgan Stanley New York, NY

18.4M
Shares

$1.15 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

17.6M
Shares

$1.1 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$836 Million
0.38% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$717 Million
0.24% of portfolio
Wealthfront Advisers LLC

10.2M
Shares

$637 Million
1.99% of portfolio

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About ISHARES CORE DIVIDEND GROWTH E

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