Ishares Tr core div grwth shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.0M | 147k | 61.34 |
| 2024-09-30 | $9.4M | 150k | 62.69 |
| 2024-06-30 | $8.8M | 153k | 57.61 |
| 2024-03-31 | $9.6M | 165k | 58.06 |
| 2023-12-31 | $8.2M | 153k | 53.82 |
| 2023-09-30 | $7.7M | 155k | 49.53 |
| 2023-06-30 | $8.2M | 160k | 51.53 |
| 2023-03-31 | $7.9M | 158k | 49.99 |
| 2022-12-31 | $10M | 204k | 50.00 |
| 2022-09-30 | $9.7M | 218k | 44.47 |
| 2022-06-30 | $1.4M | 29k | 47.62 |
More positions owned by Shepherd Financial Partners
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