Ishares Tr core div grwth shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment 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 Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr core div grwth by Moneta Group Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 26k | 62.69 |
2024-06-30 | $1.3M | 22k | 57.61 |
2024-03-31 | $1.5M | 26k | 58.06 |
2023-12-31 | $873k | 16k | 53.82 |
2023-09-30 | $889k | 18k | 49.53 |
2023-06-30 | $1.5M | 29k | 51.53 |
2023-03-31 | $3.7M | 74k | 49.99 |
2022-12-31 | $5.7B | 114M | 50.00 |
2022-09-30 | $812k | 18k | 44.47 |
2022-06-30 | $1.0M | 22k | 47.64 |
2022-03-31 | $1.1M | 21k | 53.41 |
2021-12-31 | $1.2M | 22k | 55.58 |
2021-09-30 | $1.3M | 26k | 50.24 |
2021-06-30 | $1.3M | 26k | 50.36 |
2021-03-31 | $1.3M | 26k | 48.27 |
2020-12-31 | $1.2M | 26k | 44.82 |
2020-09-30 | $1.0M | 26k | 39.79 |
2020-06-30 | $976k | 26k | 37.60 |
2020-03-31 | $677k | 21k | 32.59 |
2018-06-30 | $72k | 2.0k | 36.00 |
2018-03-31 | $68k | 2.0k | 34.00 |
2017-12-31 | $70k | 2.0k | 35.00 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors