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 $299,680. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,825
Previous 4,921 1.95%
Holding current value
$299,680
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
1,239
Shares Held
294M
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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