iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Shares Sold by Holistic Planning LLC

Holistic Planning LLC lessened its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 9.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,382 shares of the company’s stock after selling 2,021 shares during the quarter. Holistic Planning LLC’s holdings in iShares Core Dividend Growth ETF were worth $1,128,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. JB Capital LLC increased its position in shares of iShares Core Dividend Growth ETF by 24.6% in the 4th quarter. JB Capital LLC now owns 29,293 shares of the company’s stock valued at $1,797,000 after purchasing an additional 5,777 shares during the last quarter. Princeton Global Asset Management LLC lifted its holdings in shares of iShares Core Dividend Growth ETF by 11.0% in the 4th quarter. Princeton Global Asset Management LLC now owns 202,273 shares of the company’s stock valued at $12,407,000 after purchasing an additional 20,092 shares during the last quarter. Red Tortoise LLC grew its position in shares of iShares Core Dividend Growth ETF by 0.7% during the fourth quarter. Red Tortoise LLC now owns 73,927 shares of the company’s stock worth $4,535,000 after acquiring an additional 521 shares during the last quarter. GPS Wealth Strategies Group LLC grew its position in iShares Core Dividend Growth ETF by 29.7% during the 4th quarter. GPS Wealth Strategies Group LLC now owns 4,738 shares of the company’s stock worth $291,000 after purchasing an additional 1,085 shares during the last quarter. Finally, Valley National Advisers Inc. increased its position in iShares Core Dividend Growth ETF by 6.6% in the 4th quarter. Valley National Advisers Inc. now owns 15,890 shares of the company’s stock valued at $973,000 after acquiring an additional 980 shares during the period.

iShares Core Dividend Growth ETF Price Performance

iShares Core Dividend Growth ETF stock opened at $63.47 on Monday. The stock has a market capitalization of $30.05 billion, a PE ratio of 19.25 and a beta of 0.71. iShares Core Dividend Growth ETF has a 12 month low of $54.31 and a 12 month high of $65.08. The business has a 50 day simple moving average of $62.71 and a 200-day simple moving average of $62.07.

iShares Core Dividend Growth ETF Profile

The iShares Core Dividend Growth ETF (DGRO) is an exchange-traded fund that is based on the Morningstar US Dividend Growth index. The fund tracks an index of US stocks that are selected by dividends, dividend growth and payout ratio, then weighted by dividend dollars. DGRO was launched on Jun 10, 2014 and is managed by BlackRock.