ProVise Management Group LLC Has $94.64 Million Holdings in iShares Core Dividend Growth ETF $DGRO

ProVise Management Group LLC grew its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,363,330 shares of the company’s stock after buying an additional 28,466 shares during the quarter. iShares Core Dividend Growth ETF accounts for about 6.7% of ProVise Management Group LLC’s investment portfolio, making the stock its biggest holding. ProVise Management Group LLC owned about 0.26% of iShares Core Dividend Growth ETF worth $94,642,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Obermeyer Wealth Partners boosted its stake in iShares Core Dividend Growth ETF by 83.5% in the 4th quarter. Obermeyer Wealth Partners now owns 6,534 shares of the company’s stock worth $454,000 after purchasing an additional 2,974 shares during the period. Compass Ion Advisors LLC boosted its holdings in iShares Core Dividend Growth ETF by 0.8% during the fourth quarter. Compass Ion Advisors LLC now owns 412,404 shares of the company’s stock worth $28,629,000 after purchasing an additional 3,432 shares during the last quarter. TBH Global Asset Management LLC increased its stake in iShares Core Dividend Growth ETF by 1.5% in the 4th quarter. TBH Global Asset Management LLC now owns 222,769 shares of the company’s stock valued at $15,465,000 after buying an additional 3,399 shares during the last quarter. Golden Reserve Retirement LLC bought a new stake in iShares Core Dividend Growth ETF during the 4th quarter worth about $349,000. Finally, Directional Asset Management bought a new stake in iShares Core Dividend Growth ETF during the 4th quarter worth about $3,630,000.

iShares Core Dividend Growth ETF Price Performance

iShares Core Dividend Growth ETF stock opened at $72.78 on Friday. The firm has a 50-day moving average of $71.77 and a 200-day moving average of $70.49. The company has a market cap of $39.10 billion, a price-to-earnings ratio of 19.66 and a beta of 0.80. iShares Core Dividend Growth ETF has a one year low of $58.81 and a one year high of $74.28.

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.