Holistic Planning LLC Trims Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Holistic Planning LLC lessened its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 11.6% in the first quarter, Holdings Channel reports. The institutional investor owned 16,243 shares of the company’s stock after selling 2,139 shares during the quarter. Holistic Planning LLC’s holdings in iShares Core Dividend Growth ETF were worth $1,003,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in DGRO. Dunhill Financial LLC increased its holdings in iShares Core Dividend Growth ETF by 300.0% in the fourth quarter. Dunhill Financial LLC now owns 400 shares of the company’s stock valued at $25,000 after buying an additional 300 shares during the last quarter. Sound Income Strategies LLC increased its holdings in shares of iShares Core Dividend Growth ETF by 235.2% in the 1st quarter. Sound Income Strategies LLC now owns 409 shares of the company’s stock valued at $25,000 after acquiring an additional 287 shares during the last quarter. Accredited Wealth Management LLC acquired a new stake in shares of iShares Core Dividend Growth ETF during the 4th quarter valued at approximately $28,000. JFS Wealth Advisors LLC lifted its stake in iShares Core Dividend Growth ETF by 60.7% during the first quarter. JFS Wealth Advisors LLC now owns 495 shares of the company’s stock worth $31,000 after purchasing an additional 187 shares during the last quarter. Finally, Rialto Wealth Management LLC acquired a new position in iShares Core Dividend Growth ETF in the fourth quarter worth $33,000.

iShares Core Dividend Growth ETF Price Performance

DGRO stock opened at $63.42 on Friday. The firm has a market cap of $31.73 billion, a price-to-earnings ratio of 20.47 and a beta of 0.89. iShares Core Dividend Growth ETF has a 1-year low of $54.09 and a 1-year high of $65.08. The firm has a fifty day moving average price of $61.50 and a two-hundred day moving average price of $61.74.

About iShares Core Dividend Growth ETF

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.