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

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 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 6,507 shares of DGRO stock, worth $424,581. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,507
Previous 6,717 3.13%
Holding current value
$424,581
Previous $415 Million 0.26%
% of portfolio
0.19%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$55.22 - $63.94 $11,596 - $13,427
-210 Reduced 3.13%
6,507 $416 Million
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
1,269
Shares Held
296M
Call Options Held
61.1K
Put Options Held
62.1K
View Full List

About ISHARES CORE DIVIDEND GROWTH E

DGRO Quotes by TradingView
  • Ticker DGRO
  • Sector ETFs
  • Industry ETFs
More about DGRO
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