Security Details
| Security Name: | ISHARES CORE DIVIDEND GROWTH |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 46434v621 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.05B | - | 8 | - |
| 2024-09-30 | $0.06B | +10.1% | 7 | -12.5% |
| 2024-12-31 | $0.04B | -27.9% | 6 | -14.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| VAUGHAN DAVID INVESTMENTS LLC/IL | $32.4M | 527K | 0.8% |
| BBR PARTNERS, LLC | $8.4M | 137K | 0.6% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | $0.9M | 14K | 0.1% |
| ANCORA ADVISORS LLC | $0.6M | 9K | 0.0% |
| JMG FINANCIAL GROUP, LTD. | $0.2M | 3K | 0.0% |
| SVB WEALTH LLC | $0.2M | 3K | 0.0% |
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