Ishares Tr core div grwth shares owned by LM Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors 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 LM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr core div grwth by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 4.7k | 68.10 |
| 2025-06-30 | $299k | 4.7k | 63.83 |
| 2025-03-31 | $289k | 4.7k | 61.70 |
| 2024-12-31 | $287k | 4.7k | 61.27 |
| 2024-09-30 | $263k | 4.2k | 62.68 |
| 2024-03-31 | $244k | 4.2k | 58.15 |
| 2023-12-31 | $226k | 4.2k | 53.82 |