Ishares Tr core div grwth shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $166k | 2.9k | 58.06 |
| 2023-12-31 | $144k | 2.7k | 53.82 |
| 2023-09-30 | $129k | 2.6k | 49.53 |
| 2023-06-30 | $135k | 2.6k | 51.53 |
| 2023-03-31 | $131k | 2.6k | 49.99 |
| 2022-12-31 | $154k | 3.1k | 50.00 |
| 2022-09-30 | $181k | 4.1k | 44.45 |
| 2022-06-30 | $44k | 924 | 47.62 |
| 2022-03-31 | $50k | 937 | 53.36 |
| 2021-12-31 | $53k | 950 | 55.79 |
More positions owned by Blue Bell Private Wealth Management
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