Whelan Financial Ishares Core Dividend Growth E Transaction History
Whelan Financial
- $276 Million
- Q2 2025
A detailed history of Whelan Financial transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Whelan Financial holds 8,163 shares of DGRO stock, worth $532,635. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,163
Previous 8,181
0.22%
Holding current value
$532,635
Previous $505,000
3.17%
% of portfolio
0.19%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding DGRO
# of Institutions
1,273Shares Held
297MCall Options Held
61.1KPut Options Held
62.1K-
Morgan Stanley New York, NY18.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$1.18 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.15 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$883 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$868 Million2.23% of portfolio