Sheets Smith Wealth Management Ishares Core Dividend Growth E Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 89,605 shares of DGRO stock, worth $6.1 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
89,605
Previous 87,705
2.17%
Holding current value
$6.1 Million
Previous $5.61 Million
8.79%
% of portfolio
0.71%
Previous 0.67%
Shares
16 transactions
Others Institutions Holding DGRO
# of Institutions
1,298Shares 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