Gerber Kawasaki Wealth & Investment Management Ishares Core Dividend Growth E Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$49.08 - $51.53 $208,050 - $218,435	4,239 New	4,239 $218,000
Q4 2021 Feb 11, 2022	SELL	$50.43 - $55.68 $151 - $167	-3 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$50.23 - $53.1 $150 - $159	3 New	3 $3,000

Others Institutions Holding DGRO

# of Institutions

1,113

Shares Held

268M

Call Options Held

1.53M

Put Options Held

12.1K

Morgan Stanley New York, NY

18.4M
Shares

$1.18 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

13.4M
Shares

$852 Million
0.38% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$731 Million
0.24% of portfolio
Wealthfront Advisers LLC

10.2M
Shares

$650 Million
1.99% of portfolio

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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