Bergan Kdv Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 427 shares of DGRO stock, worth $26,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares

427

Previous 427 -0.0%

Holding current value

$26,149

Previous $21,000 4.76%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	BUY	$44.47 - $52.73 $18,988 - $22,515	427 New	427 $19,000
Q4 2020 Feb 04, 2021	SELL	$38.76 - $44.82 $813 - $941	-21 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$37.36 - $41.95 $112 - $125	3 Added 16.67%	21 $1,000
Q1 2020 Apr 24, 2020	SELL	$27.99 - $43.13 $25,274 - $38,946	-903 Reduced 98.05%	18 $1,000
Q4 2019 Feb 10, 2020	SELL	$37.88 - $42.2 $11,667 - $12,997	-308 Reduced 25.06%	921 $39,000
Q3 2019 Nov 08, 2019	BUY	$38.89 - $39.54 $233 - $237	6 Added 0.49%	1,229 $48,000
Q2 2019 Aug 12, 2019	BUY	N/A	6 Added 0.49%	1,223 $47,000
Q1 2019 May 09, 2019	SELL	N/A	-2,000 Reduced 62.17%	1,217 $45,000
Q4 2018 Feb 01, 2019	BUY	N/A	52 Added 1.64%	3,217 $107,000
Q3 2018 Nov 09, 2018	SELL	N/A	-90 Reduced 2.76%	3,165 $117,000
Q2 2018 Jul 23, 2018	BUY	N/A	3,255 New	3,255 $112,000

Others Institutions Holding DGRO

# of Institutions

1,117

Shares Held

269M

Call Options Held

1.53M

Put Options Held

12.1K

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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Ishares Core Dividend Growth E Transaction History