iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC trimmed its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 5.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 83,968 shares of the company’s stock after selling 5,186 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Core Dividend Growth ETF were worth $4,837,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in iShares Core Dividend Growth ETF by 2.5% in the first quarter. Vanguard Group Inc. now owns 31,878 shares of the company’s stock valued at $1,851,000 after purchasing an additional 780 shares during the period. Mitchell Mcleod Pugh & Williams Inc. increased its position in shares of iShares Core Dividend Growth ETF by 2.4% during the 2nd quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 38,604 shares of the company’s stock worth $2,224,000 after purchasing an additional 889 shares during the last quarter. XML Financial LLC raised its holdings in iShares Core Dividend Growth ETF by 3.5% in the 4th quarter. XML Financial LLC now owns 426,198 shares of the company’s stock valued at $22,938,000 after buying an additional 14,458 shares during the period. Able Wealth Management LLC acquired a new position in iShares Core Dividend Growth ETF in the fourth quarter valued at about $55,000. Finally, Chicago Partners Investment Group LLC boosted its stake in iShares Core Dividend Growth ETF by 2.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 28,089 shares of the company’s stock worth $1,522,000 after buying an additional 708 shares during the period.

iShares Core Dividend Growth ETF Stock Performance

Shares of DGRO stock opened at $62.67 on Tuesday. The firm has a market cap of $29.67 billion, a P/E ratio of 19.25 and a beta of 0.71. The firm’s 50 day moving average price is $60.79 and its 200-day moving average price is $58.62. iShares Core Dividend Growth ETF has a one year low of $47.19 and a one year high of $62.88.

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.