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Ishares Tr core div grwth shares owned by LifePlan Financial

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $697k 11k 61.34
2024-09-30 $790k 13k 62.69
2024-06-30 $751k 13k 57.61
2024-03-31 $741k 13k 58.06
2023-12-31 $667k 12k 53.82

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View all positions for LifePlan Financial

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Wealthfront Advisers
BlackRock
Raymond James Financial Services Advisors
Pnc Financial Services
FMR
Capital Investment Advisors
Ameriprise Financial
Commonwealth Equity Services
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group

View all funds holding Ishares Tr core div grwth