Ishares Tr core div grwth shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Ishares Tr core div grwth
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All positions including Ishares Tr core div grwth held by Foundations Investment Advisors 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 | $9.0M | 144k | 62.69 |
2024-06-30 | $8.0M | 139k | 57.61 |
2024-03-31 | $9.1M | 158k | 58.06 |
2023-12-31 | $8.4M | 153k | 55.02 |
2023-09-30 | $7.7M | 155k | 49.53 |
2023-06-30 | $7.6M | 147k | 51.53 |
2023-03-31 | $7.7M | 155k | 49.99 |
2022-12-31 | $22M | 430k | 50.00 |
2022-09-30 | $17M | 380k | 44.47 |
2022-06-30 | $17M | 354k | 47.98 |
2022-03-31 | $15M | 286k | 52.58 |
2021-12-31 | $15M | 261k | 55.88 |
2021-09-30 | $13M | 262k | 50.89 |
2021-06-30 | $12M | 236k | 51.09 |
2021-03-31 | $8.4M | 171k | 49.06 |
2020-12-31 | $5.3M | 116k | 45.64 |
2020-09-30 | $3.2M | 82k | 39.76 |
2020-06-30 | $1.8M | 46k | 37.75 |
2019-06-30 | $252k | 6.5k | 38.76 |
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