Ishares Tr core div grwth shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
from 13F filings
Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 199k | 53.82 |
| 2023-09-30 | $9.8M | 197k | 49.53 |
| 2023-06-30 | $11M | 205k | 51.53 |
| 2023-03-31 | $9.5M | 190k | 49.99 |
| 2022-12-31 | $9.7M | 193k | 50.00 |
| 2022-09-30 | $6.3M | 143k | 44.47 |
| 2022-06-30 | $8.0M | 168k | 47.64 |
| 2022-03-31 | $8.3M | 155k | 53.41 |
| 2021-12-31 | $7.7M | 139k | 55.58 |
| 2021-09-30 | $6.3M | 126k | 50.24 |
| 2021-06-30 | $6.1M | 121k | 50.36 |
| 2021-03-31 | $5.3M | 110k | 48.27 |
| 2020-12-31 | $4.6M | 103k | 44.82 |
| 2020-09-30 | $3.3M | 84k | 39.79 |
| 2020-06-30 | $1.4M | 37k | 37.60 |
| 2020-03-31 | $436k | 13k | 32.56 |
More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
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