Ishares Tr core div grwth shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Insight Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $741k | 12k | 61.34 |
2024-09-30 | $758k | 12k | 62.69 |
2024-06-30 | $698k | 12k | 57.61 |
2024-03-31 | $721k | 12k | 58.06 |
2023-12-31 | $681k | 13k | 53.82 |
2023-09-30 | $629k | 13k | 49.53 |
2023-06-30 | $747k | 15k | 51.53 |
2023-03-31 | $728k | 15k | 49.99 |
2022-12-31 | $728k | 15k | 50.00 |
2022-09-30 | $692k | 15k | 47.67 |
2022-06-30 | $692k | 15k | 47.67 |
2022-03-31 | $1.1M | 20k | 53.43 |
2021-12-31 | $866k | 16k | 55.61 |
2021-09-30 | $1.9M | 37k | 50.25 |
2021-06-30 | $1.9M | 37k | 50.36 |
2021-03-31 | $973k | 20k | 48.26 |
2020-12-31 | $687k | 15k | 44.83 |
2020-09-30 | $700k | 18k | 39.80 |
2020-06-30 | $699k | 19k | 37.62 |
2020-03-31 | $1.5M | 47k | 32.60 |
2019-12-31 | $2.1M | 50k | 42.06 |
2019-09-30 | $1.8M | 46k | 39.14 |
2019-06-30 | $579k | 15k | 38.20 |
2019-03-31 | $1.3M | 34k | 36.74 |
2018-12-31 | $913k | 28k | 33.19 |