Herold Advisors »

Ishares Tr core div grwth shares owned by Herold Advisors

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Herold Advisors from 13F filings

Historical chart of Herold Advisors investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core div grwth by Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 67k 58.06
2023-12-31 $3.9M 73k 53.82
2023-09-30 $1.1M 22k 49.53
2023-06-30 $1.3M 25k 51.53
2023-03-31 $1.1M 21k 49.99
2022-12-31 $1.1M 21k 50.00
2022-09-30 $929k 21k 44.44
2022-06-30 $995k 21k 47.60
2022-03-31 $1.1M 21k 53.41
2021-12-31 $1.2M 21k 55.54
2021-09-30 $1.0M 21k 50.23