A detailed history of Bkm Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 7,353 shares of DGRO stock, worth $472,503. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,353
Previous 7,347 0.08%
Holding current value
$472,503
Previous $423 Million 8.91%
% of portfolio
0.19%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$57.47 - $62.76 $344 - $376
6 Added 0.08%
7,353 $461 Million
Q2 2024

Jul 24, 2024

BUY
$55.23 - $58.55 $2,153 - $2,283
39 Added 0.53%
7,347 $423 Million
Q1 2024

Apr 18, 2024

SELL
$53.33 - $58.06 $305,260 - $332,335
-5,724 Reduced 43.92%
7,308 $424 Million
Q4 2023

Jan 11, 2024

SELL
$47.36 - $54.1 $5,399 - $6,167
-114 Reduced 0.87%
13,032 $701 Million
Q4 2023

Jan 10, 2024

BUY
$47.36 - $54.1 $622,594 - $711,198
13,146 New
13,146 $708 Million

Others Institutions Holding DGRO

About ISHARES CORE DIVIDEND GROWTH E


  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.