Capital & Planning LLC Has $18.25 Million Stake in iShares Core Dividend Growth ETF $DGRO

Capital & Planning LLC decreased its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 6.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 240,778 shares of the company’s stock after selling 17,521 shares during the period. iShares Core Dividend Growth ETF comprises 9.4% of Capital & Planning LLC’s portfolio, making the stock its 4th largest holding. Capital & Planning LLC’s holdings in iShares Core Dividend Growth ETF were worth $18,249,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DGRO. Greenline Wealth Management LLC purchased a new stake in iShares Core Dividend Growth ETF during the 4th quarter valued at $25,000. Ankerstar Wealth LLC bought a new stake in shares of iShares Core Dividend Growth ETF in the fourth quarter worth $26,000. MBM Wealth Consultants LLC bought a new stake in shares of iShares Core Dividend Growth ETF in the first quarter worth $27,000. Group One Trading LLC purchased a new stake in iShares Core Dividend Growth ETF during the third quarter valued at $28,000. Finally, Strategic Wealth Investment Group LLC purchased a new stake in iShares Core Dividend Growth ETF during the second quarter valued at $29,000.

iShares Core Dividend Growth ETF Price Performance

iShares Core Dividend Growth ETF stock opened at $79.13 on Tuesday. iShares Core Dividend Growth ETF has a 52-week low of $66.62 and a 52-week high of $80.58. The company has a market cap of $43.36 billion, a P/E ratio of 19.66 and a beta of 0.76. The business has a 50-day simple moving average of $78.40 and a two-hundred day simple moving average of $74.91.

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.