Sweeney & Michel, LLC Ishares Core Dividend Growth E Transaction History
Sweeney & Michel, LLC
- $282 Billion
- Q2 2025
A detailed history of Sweeney & Michel, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Sweeney & Michel, LLC holds 369,708 shares of DGRO stock, worth $25.2 Million. This represents 8.51% of its overall portfolio holdings.
Number of Shares
369,708
Previous 361,780
2.19%
Holding current value
$25.2 Million
Previous $20 Billion
19.96%
% of portfolio
8.51%
Previous 8.74%
Shares
8 transactions
Others Institutions Holding DGRO
# of Institutions
1,304Shares Held
306MCall 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