Swan Capital LLC Ishares Core Dividend Growth E Transaction History

Swan Capital LLC

$203 Billion
Q3 2024

A detailed history of Swan Capital LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Swan Capital LLC holds 793 shares of DGRO stock, worth $49,388. This represents 0.02% of its overall portfolio holdings.

Number of Shares

793

Holding current value

$49,388

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$57.47 - $62.76 $45,573 - $49,768	793 New	793 $49.7 Million

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

$832 Million
0.38% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$714 Million
0.24% of portfolio
Wealthfront Advisers LLC

10.2M
Shares

$635 Million
1.99% of portfolio

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
Sector ETFs
Industry ETFs

More about DGRO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swan Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swan Capital LLC with notifications on news.

Account