Ishares Tr core div grwth shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 18k | 62.69 |
| 2024-06-30 | $1.0M | 18k | 57.61 |
| 2024-03-31 | $1.1M | 19k | 58.06 |
| 2023-12-31 | $992k | 18k | 53.82 |
| 2023-09-30 | $923k | 19k | 49.53 |
| 2023-06-30 | $991k | 19k | 51.53 |
| 2023-03-31 | $961k | 19k | 49.99 |
| 2022-12-31 | $961k | 19k | 50.00 |
| 2022-09-30 | $883k | 20k | 44.48 |
| 2022-06-30 | $908k | 19k | 47.66 |
| 2022-03-31 | $980k | 18k | 53.41 |
| 2021-12-31 | $742k | 13k | 55.58 |
| 2021-09-30 | $671k | 13k | 50.26 |
| 2021-06-30 | $551k | 11k | 50.32 |
| 2021-03-31 | $457k | 9.5k | 48.23 |
| 2020-12-31 | $239k | 5.3k | 44.88 |
| 2020-09-30 | $224k | 5.6k | 39.82 |
| 2020-06-30 | $212k | 5.6k | 37.69 |
| 2020-03-31 | $183k | 5.6k | 32.53 |
| 2019-12-31 | $228k | 5.4k | 42.03 |
| 2019-09-30 | $189k | 4.8k | 39.17 |
More positions owned by Optimum Investment Advisors
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