Ishares Tr core div grwth shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 299k | 62.69 |
| 2024-06-30 | $17M | 295k | 57.61 |
| 2024-03-31 | $17M | 286k | 58.06 |
| 2023-12-31 | $15M | 278k | 53.82 |
| 2023-09-30 | $14M | 276k | 49.53 |
| 2023-06-30 | $14M | 271k | 51.53 |
| 2023-03-31 | $14M | 270k | 49.99 |
| 2022-12-31 | $13M | 266k | 50.00 |
| 2022-09-30 | $12M | 259k | 44.47 |
| 2022-06-30 | $12M | 257k | 47.64 |
| 2022-03-31 | $13M | 248k | 53.41 |
| 2021-12-31 | $13M | 233k | 55.58 |
| 2021-09-30 | $11M | 226k | 50.24 |
| 2021-06-30 | $11M | 221k | 50.36 |
| 2021-03-31 | $10M | 212k | 48.27 |
| 2020-12-31 | $9.1M | 204k | 44.82 |
| 2020-09-30 | $7.8M | 197k | 39.79 |
| 2020-06-30 | $7.0M | 184k | 37.99 |
| 2020-03-31 | $5.7M | 174k | 32.59 |
| 2019-12-31 | $6.4M | 151k | 42.07 |
| 2019-09-30 | $5.7M | 145k | 39.14 |
| 2019-06-30 | $5.2M | 137k | 38.20 |
| 2019-03-31 | $4.8M | 131k | 36.75 |
| 2018-12-31 | $4.2M | 127k | 33.18 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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