Ishares Tr core div grwth shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 363k | 58.06 |
| 2023-12-31 | $20M | 369k | 53.82 |
| 2023-09-30 | $20M | 394k | 49.53 |
| 2023-06-30 | $45M | 863k | 51.53 |
| 2023-03-31 | $44M | 877k | 49.99 |
| 2022-12-31 | $42M | 834k | 50.00 |
| 2022-09-30 | $37M | 822k | 44.47 |
| 2022-06-30 | $22M | 457k | 47.64 |
| 2022-03-31 | $24M | 449k | 53.41 |
| 2021-12-31 | $22M | 429k | 50.24 |
| 2021-09-30 | $22M | 429k | 50.24 |
| 2021-06-30 | $20M | 391k | 50.36 |
| 2021-03-31 | $17M | 355k | 48.27 |
| 2020-12-31 | $15M | 342k | 44.82 |
| 2020-09-30 | $530k | 14k | 37.63 |
| 2020-06-30 | $530k | 14k | 37.63 |
| 2020-03-31 | $457k | 14k | 32.60 |