Ishares Tr core div grwth shares owned by Planning Alternatives
Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Ishares Tr core div grwth
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Quarterly reported holdings in Ishares Tr core div grwth by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $320k | 5.5k | 58.06 |
| 2023-12-31 | $302k | 5.6k | 53.82 |
| 2023-09-30 | $283k | 5.7k | 49.53 |
| 2023-06-30 | $304k | 5.9k | 51.53 |
| 2023-03-31 | $299k | 6.0k | 49.99 |
| 2022-12-31 | $300k | 6.0k | 50.00 |
| 2022-09-30 | $279k | 6.3k | 44.39 |
| 2022-06-30 | $301k | 6.3k | 47.65 |
| 2022-03-31 | $340k | 6.4k | 53.46 |
| 2021-12-31 | $356k | 6.4k | 55.64 |
| 2021-09-30 | $348k | 6.9k | 50.30 |
| 2021-06-30 | $359k | 7.1k | 50.35 |
| 2021-03-31 | $364k | 7.5k | 48.27 |
| 2020-12-31 | $763k | 17k | 44.85 |
| 2020-09-30 | $1.5M | 38k | 39.80 |
| 2020-06-30 | $3.2M | 86k | 37.61 |
| 2020-03-31 | $3.0M | 92k | 32.59 |
| 2019-12-31 | $3.7M | 88k | 42.07 |
| 2019-09-30 | $3.4M | 87k | 39.14 |
| 2019-06-30 | $3.3M | 87k | 38.20 |
| 2019-03-31 | $3.2M | 88k | 36.75 |
| 2018-12-31 | $3.5M | 105k | 33.18 |
| 2018-09-30 | $3.9M | 105k | 37.06 |
| 2018-06-30 | $3.7M | 107k | 34.28 |
| 2018-03-31 | $3.6M | 108k | 33.90 |
| 2017-12-31 | $3.1M | 88k | 34.78 |
| 2017-09-30 | $2.9M | 88k | 32.47 |
| 2017-06-30 | $2.7M | 86k | 31.32 |
| 2017-03-31 | $2.5M | 83k | 30.45 |
| 2016-12-31 | $2.1M | 71k | 28.90 |
| 2016-09-30 | $1.8M | 65k | 27.62 |
| 2016-06-30 | $1.7M | 62k | 27.26 |
| 2016-03-31 | $1.5M | 57k | 26.39 |
| 2015-12-31 | $955k | 37k | 25.68 |
| 2015-09-30 | $677k | 28k | 24.25 |