Ishares Tr core div grwth shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr core div grwth by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.0M | 149k | 53.82 |
| 2023-09-30 | $24M | 477k | 49.53 |
| 2023-06-30 | $2.8M | 54k | 51.53 |
| 2023-03-31 | $2.1M | 42k | 49.99 |
| 2022-12-31 | $2.0M | 40k | 50.00 |
| 2022-09-30 | $1.6M | 35k | 44.46 |
| 2022-06-30 | $1.9M | 40k | 47.63 |
| 2022-03-31 | $1.9M | 35k | 53.42 |
| 2021-12-31 | $2.7M | 48k | 55.59 |
| 2021-09-30 | $3.0M | 60k | 50.25 |
| 2021-06-30 | $3.7M | 74k | 50.36 |
| 2021-03-31 | $886k | 18k | 48.28 |
| 2020-12-31 | $753k | 17k | 44.82 |
| 2020-09-30 | $736k | 19k | 39.81 |
| 2020-06-30 | $657k | 18k | 37.62 |
| 2020-03-31 | $597k | 18k | 32.58 |
| 2019-12-31 | $732k | 17k | 42.05 |
| 2019-09-30 | $704k | 18k | 39.13 |
| 2019-06-30 | $620k | 16k | 38.22 |
| 2019-03-31 | $543k | 15k | 36.77 |
| 2018-12-31 | $485k | 15k | 33.20 |
| 2018-09-30 | $505k | 14k | 37.09 |
| 2018-06-30 | $491k | 14k | 34.30 |
| 2018-03-31 | $354k | 10k | 33.91 |
| 2017-12-31 | $363k | 10k | 34.77 |
| 2017-09-30 | $336k | 10k | 32.45 |
| 2017-06-30 | $291k | 9.3k | 31.28 |
| 2017-03-31 | $268k | 8.8k | 30.40 |
| 2016-12-31 | $261k | 9.0k | 28.94 |
| 2016-09-30 | $244k | 8.8k | 27.67 |
| 2016-06-30 | $238k | 8.8k | 26.99 |
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