Howard Financial Services, Ltd. Ishares Core Dividend Growth E Transaction History

Howard Financial Services, Ltd.

$579 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 29, 2020	SELL	N/A	-13,600 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	N/A	-2,335 Reduced 14.65%	13,600 $572,000
Q4 2018 Feb 15, 2019	BUY	N/A	15,935 New	15,935 $529,000

Others Institutions Holding DGRO

# of Institutions

1,042

Shares Held

253M

Call Options Held

1.36M

Put Options Held

123K

Morgan Stanley New York, NY

18.9M
Shares

$1.09 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

17.7M
Shares

$1.02 Billion
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$688 Million
0.38% of portfolio
Black Rock Inc. New York, NY

9.66M
Shares

$558 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

8.71M
Shares

$503 Million
0.76% of portfolio

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