Bms Financial Advisors, LLC Ishares Core Dividend Growth E Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 4,825 shares of DGRO stock, worth $286,846. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,825
Previous 4,921 1.95%
Holding current value
$286,846
Previous $246,000 0.81%
% of portfolio
0.17%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$49.08 - $51.53 $4,711 - $4,946
-96 Reduced 1.95%
4,825 $248,000
Q1 2023

Apr 10, 2023
BUY
$47.94 - $51.79 $235,912 - $254,858
4,921 New
4,921 $246,000
Q2 2022

Jul 11, 2022
BUY
$45.84 - $53.69 $7,242 - $8,483
158 Added 3.12%
5,220 $290,000
Q1 2022

May 11, 2022
SELL
$50.66 - $56.06 $8,004 - $8,857
-158 Reduced 3.03%
5,062 $270,000
Q4 2021

May 11, 2022
BUY
$50.43 - $55.68 $263,244 - $290,649
5,220 New
5,220 $290,000

Others Institutions Holding DGRO

# of Institutions
1,221
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 Bms Financial Advisors, LLC Portfolio

Follow Bms Financial Advisors, 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email