Welch & Forbes LLC Ishares Core Dividend Growth E Transaction History

Welch & Forbes LLC

$8.21 Billion
Q3 2025

A detailed history of Welch & Forbes LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Welch & Forbes LLC holds 2,998 shares of DGRO stock, worth $204,133. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,998

Holding current value

$204,133

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$64.12 - $68.08 $192,231 - $204,103	2,998 New	2,998 $204,000

Others Institutions Holding DGRO

# of Institutions

1,311

Shares Held

305M

Call Options Held

1.62M

Put Options Held

27.1K

Morgan Stanley New York, NY

18.8M
Shares

$1.28 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

18.5M
Shares

$1.26 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$1.2 Billion
0.4% of portfolio
Wealthfront Advisers LLC

13.3M
Shares

$906 Million
2.18% of portfolio
Envestnet Asset Management Inc

10.6M
Shares

$719 Million
0.22% of portfolio

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About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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