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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All positions including Ishares Tr core div grwth held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $173k | 2.8k | 62.69 |
2024-06-30 | $160k | 2.8k | 57.61 |
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 |
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