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Ishares Tr core div grwth shares owned by Adell, Harriman, & Carpenter

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Adell, Harriman, & Carpenter from 13F filings

Historical chart of Adell, Harriman, & Carpenter investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Adell, Harriman, & Carpenter

Quarter filed Position value Share count Share price at filing
2024-03-31 $552k 9.5k 58.06
2023-12-31 $434k 8.1k 53.82
2023-09-30 $392k 7.9k 49.53
2023-06-30 $363k 7.0k 51.61
2023-03-31 $342k 6.8k 49.99
2022-12-31 $319k 6.4k 50.00
2022-09-30 $254k 5.7k 44.47
2022-06-30 $231k 4.9k 47.64