Kayne Anderson Rudnick Investment Management LLC Ishares Core Dividend Growth E Transaction History

Kayne Anderson Rudnick Investment Management LLC

$43.7 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$44.53 - $52.33 $2,271 - $2,668	51 New	51 $2,000
Q3 2021 Nov 12, 2021	SELL	$50.23 - $53.1 $703,220 - $743,400	-14,000 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$44.11 - $48.56 $617,540 - $679,840	14,000 New	14,000 $675,000

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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