Regent Peak Wealth Advisors LLC Makes New $24.20 Million Investment in iShares Core Dividend Growth ETF $DGRO

Regent Peak Wealth Advisors LLC acquired a new stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 355,451 shares of the company’s stock, valued at approximately $24,199,000. iShares Core Dividend Growth ETF comprises about 4.7% of Regent Peak Wealth Advisors LLC’s portfolio, making the stock its 4th largest position. Regent Peak Wealth Advisors LLC owned about 0.07% of iShares Core Dividend Growth ETF at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. HBK Sorce Advisory LLC boosted its holdings in iShares Core Dividend Growth ETF by 7.7% in the third quarter. HBK Sorce Advisory LLC now owns 8,370 shares of the company’s stock valued at $570,000 after purchasing an additional 601 shares during the last quarter. Sheets Smith Wealth Management lifted its holdings in shares of iShares Core Dividend Growth ETF by 2.2% in the 3rd quarter. Sheets Smith Wealth Management now owns 89,605 shares of the company’s stock valued at $6,100,000 after buying an additional 1,900 shares during the period. Capital Advisors Wealth Management LLC purchased a new stake in shares of iShares Core Dividend Growth ETF in the third quarter worth about $233,000. Scott Capital Advisors LLC grew its holdings in iShares Core Dividend Growth ETF by 51.2% during the third quarter. Scott Capital Advisors LLC now owns 458,988 shares of the company’s stock worth $31,441,000 after acquiring an additional 155,438 shares during the period. Finally, Quad Cities Investment Group LLC raised its position in iShares Core Dividend Growth ETF by 2.2% during the third quarter. Quad Cities Investment Group LLC now owns 107,005 shares of the company’s stock valued at $7,285,000 after acquiring an additional 2,340 shares in the last quarter.

iShares Core Dividend Growth ETF Trading Up 0.5%

iShares Core Dividend Growth ETF stock opened at $70.18 on Friday. iShares Core Dividend Growth ETF has a 12 month low of $54.09 and a 12 month high of $70.61. The stock’s 50 day simple moving average is $68.88 and its two-hundred day simple moving average is $66.87. The firm has a market cap of $35.62 billion, a PE ratio of 19.66 and a beta of 0.84.

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.