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Ishares Tr core div grwth shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 27k 61.32
2024-09-30 $1.7M 27k 62.71

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Beckerman Institutional

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Raymond James Financial
Raymond James Financial Services Advisors
FMR
Commonwealth Equity Services
Pnc Financial Services
Capital Investment Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
BlackRock
UBS Group

View all funds holding Ishares Tr core div grwth