iShares Core Dividend Growth ETF $DGRO Holdings Decreased by Capital & Planning LLC

Capital & Planning LLC cut its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 30.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 242,217 shares of the company’s stock after selling 105,183 shares during the quarter. iShares Core Dividend Growth ETF accounts for approximately 10.5% of Capital & Planning LLC’s holdings, making the stock its 5th biggest holding. Capital & Planning LLC’s holdings in iShares Core Dividend Growth ETF were worth $15,487,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. First Financial Bankshares Inc increased its stake in iShares Core Dividend Growth ETF by 4.6% in the 1st quarter. First Financial Bankshares Inc now owns 3,915 shares of the company’s stock worth $242,000 after purchasing an additional 173 shares during the period. Pallas Capital Advisors LLC increased its stake in shares of iShares Core Dividend Growth ETF by 1.6% in the first quarter. Pallas Capital Advisors LLC now owns 11,762 shares of the company’s stock worth $727,000 after buying an additional 187 shares during the period. JFS Wealth Advisors LLC increased its stake in shares of iShares Core Dividend Growth ETF by 60.7% in the first quarter. JFS Wealth Advisors LLC now owns 495 shares of the company’s stock worth $31,000 after buying an additional 187 shares during the period. Wedmont Private Capital increased its stake in shares of iShares Core Dividend Growth ETF by 1.6% in the first quarter. Wedmont Private Capital now owns 12,488 shares of the company’s stock worth $729,000 after buying an additional 196 shares during the period. Finally, Nicolet Advisory Services LLC increased its stake in shares of iShares Core Dividend Growth ETF by 5.4% in the first quarter. Nicolet Advisory Services LLC now owns 3,875 shares of the company’s stock worth $222,000 after buying an additional 197 shares during the period.

iShares Core Dividend Growth ETF Trading Down 0.2%

DGRO stock opened at $68.22 on Friday. The firm’s 50-day moving average price is $66.59 and its two-hundred day moving average price is $63.39. iShares Core Dividend Growth ETF has a 12-month low of $54.09 and a 12-month high of $68.39. The stock has a market capitalization of $34.32 billion, a price-to-earnings ratio of 19.66 and a beta of 0.89.

iShares Core Dividend Growth ETF Company 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.