Ownership history in SIMON QUICK ADVISORS, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in ISHARES CORE DIVIDEND GROWTH ETF (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,599 | +145 | +4.2% | 0.01% | $245K | $67.33 |
| 2025 Q2 | ADDED | 3,454 | +3 | +0.1% | 0.01% | $221K | $62.89 |
| 2025 Q1 | REDUCED | 3,451 | -665 | -16.2% | 0.01% | $213K | $60.45 |
| 2024 Q4 | ADDED | 4,116 | +673 | +19.5% | 0.02% | $252K | $59.72 |
| 2024 Q3 | REDUCED | 3,443 | -2,480 | -41.9% | 0.01% | $216K | $60.67 |
| 2023 Q3 | ADDED | 5,923 | +1,787 | +43.2% | 0.03% | $293K | $46.81 |
| 2023 Q1 | REDUCED | 4,136 | -1,591 | -27.8% | 0.02% | $207K | $46.64 |
| 2022 Q4 | ADDED | 5,727 | +194 | +3.5% | 0.03% | $286K | $46.36 |
| 2022 Q3 | ADDED | 5,533 | +5,512 | +26247.6% | 0.03% | $246K | $40.97 |
| 2021 Q1 | UNCHANGED | 21 | — | 0% | 0.00% | $1K | $43.05 |
As of 2025 Q4 — sorted by position size