iShares Core Dividend Growth ETF $DGRO Shares Acquired by Endowment Wealth Management Inc.

Endowment Wealth Management Inc. grew its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 10.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 83,547 shares of the company’s stock after buying an additional 7,864 shares during the period. iShares Core Dividend Growth ETF accounts for about 2.1% of Endowment Wealth Management Inc.’s portfolio, making the stock its 12th largest position. Endowment Wealth Management Inc.’s holdings in iShares Core Dividend Growth ETF were worth $6,299,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of DGRO. Concurrent Investment Advisors LLC lifted its position in iShares Core Dividend Growth ETF by 84.2% during the second quarter. Concurrent Investment Advisors LLC now owns 197,951 shares of the company’s stock valued at $15,003,000 after acquiring an additional 90,503 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in iShares Core Dividend Growth ETF by 4.4% in the second quarter. Envestnet Asset Management Inc. now owns 11,099,887 shares of the company’s stock valued at $841,260,000 after acquiring an additional 472,809 shares in the last quarter. Ferguson Wellman Capital Management Inc. purchased a new position in iShares Core Dividend Growth ETF in the third quarter worth $1,249,000. Citizens Financial Group Inc. RI purchased a new position in iShares Core Dividend Growth ETF in the third quarter worth $1,125,000. Finally, Accel Wealth Management grew its holdings in iShares Core Dividend Growth ETF by 6.6% in the second quarter. Accel Wealth Management now owns 258,988 shares of the company’s stock worth $19,629,000 after purchasing an additional 15,988 shares during the last quarter.

iShares Core Dividend Growth ETF Trading Down 0.6%

Shares of DGRO stock opened at $79.80 on Friday. The business’s fifty day simple moving average is $78.28 and its 200-day simple moving average is $75.39. The company has a market cap of $44.59 billion, a PE ratio of 19.66 and a beta of 0.75. iShares Core Dividend Growth ETF has a 12-month low of $67.14 and a 12-month high of $82.90.

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.