Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE DIV GRWTH
-
Total 13F shares
-
808,535
-
Share change
-
-21,368
-
Total reported value
-
$43,632,810
-
Price per share
-
$53.82
-
Number of holders
-
18
-
Value change
-
-$1,122,685
-
Number of buys
-
6
-
Number of sells
-
5
Institutional Holders of ISHARES TR - CORE DIV GRWTH (DGRO) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - CORE DIV GRWTH (DGRO) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
808,535 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, LPL Financial LLC, AMERIPRISE FINANCIAL INC, Raymond James Financial Services Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, FMR LLC, PNC FINANCIAL SERVICES GROUP, INC., Wealthfront Advisers LLC, and BlackRock Inc..
This page lists
959
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.