Bernard Wealth Management Corp. Ishares Core Dividend Growth E Transaction History

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 6,717 shares of DGRO stock, worth $399,325. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,717
Previous 7,861 14.55%
Holding current value
$399,325
Previous $482 Million 13.94%
% of portfolio
0.2%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$60.46 - $64.42 $69,166 - $73,696
-1,144 Reduced 14.55%
6,717 $415 Million
Q4 2024

Feb 27, 2025
SELL
$60.73 - $64.94 $60,001 - $64,160
-988 Reduced 11.17%
7,861 $482 Million
Q4 2024

Feb 13, 2025
BUY
$60.73 - $64.94 $537,399 - $574,654
8,849 New
8,849 $488 Million

Others Institutions Holding DGRO

# of Institutions
1,220
Shares Held
296M
Call Options Held
62.4K
Put Options Held
33.8K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email