iShares Core Dividend Growth ETF (NYSEARCA:DGRO) is Schwarz Dygos Wheeler Investment Advisors LLC’s 3rd Largest Position

Schwarz Dygos Wheeler Investment Advisors LLC increased its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 278,135 shares of the company’s stock after buying an additional 2,368 shares during the quarter. iShares Core Dividend Growth ETF comprises approximately 4.6% of Schwarz Dygos Wheeler Investment Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in iShares Core Dividend Growth ETF were worth $14,969,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Valmark Advisers Inc. grew its stake in shares of iShares Core Dividend Growth ETF by 3.5% during the 4th quarter. Valmark Advisers Inc. now owns 55,315 shares of the company’s stock worth $2,977,000 after purchasing an additional 1,866 shares during the period. Delta Investment Management LLC acquired a new stake in shares of iShares Core Dividend Growth ETF during the 4th quarter worth approximately $299,000. Truist Financial Corp grew its stake in shares of iShares Core Dividend Growth ETF by 4.1% during the 4th quarter. Truist Financial Corp now owns 3,434,189 shares of the company’s stock worth $184,828,000 after purchasing an additional 134,285 shares during the period. Herold Advisors Inc. grew its stake in shares of iShares Core Dividend Growth ETF by 225.9% during the 4th quarter. Herold Advisors Inc. now owns 72,854 shares of the company’s stock worth $3,921,000 after purchasing an additional 50,502 shares during the period. Finally, Atria Wealth Solutions Inc. grew its stake in shares of iShares Core Dividend Growth ETF by 5.8% during the 4th quarter. Atria Wealth Solutions Inc. now owns 363,463 shares of the company’s stock worth $19,562,000 after purchasing an additional 19,931 shares during the period.

iShares Core Dividend Growth ETF Stock Down 0.1 %

Shares of NYSEARCA DGRO traded down $0.08 during midday trading on Friday, reaching $56.34. 1,020,871 shares of the stock were exchanged, compared to its average volume of 1,582,757. The firm has a 50-day simple moving average of $56.62 and a two-hundred day simple moving average of $53.72. iShares Core Dividend Growth ETF has a twelve month low of $47.19 and a twelve month high of $58.19. The firm has a market cap of $26.53 billion, a price-to-earnings ratio of 18.84 and a beta of 0.89.

iShares Core Dividend Growth ETF 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.