WealthPlan Investment Management LLC Purchases 43,013 Shares of iShares Core Dividend Growth ETF $DGRO

WealthPlan Investment Management LLC raised its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 14.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 339,572 shares of the company’s stock after purchasing an additional 43,013 shares during the period. iShares Core Dividend Growth ETF accounts for approximately 1.6% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 7th biggest position. WealthPlan Investment Management LLC’s holdings in iShares Core Dividend Growth ETF were worth $21,712,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of DGRO. Brighton Jones LLC increased its holdings in shares of iShares Core Dividend Growth ETF by 52.5% in the fourth quarter. Brighton Jones LLC now owns 6,696 shares of the company’s stock valued at $411,000 after purchasing an additional 2,304 shares during the last quarter. GAMMA Investing LLC increased its holdings in shares of iShares Core Dividend Growth ETF by 7.4% in the first quarter. GAMMA Investing LLC now owns 60,626 shares of the company’s stock valued at $3,745,000 after purchasing an additional 4,186 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of iShares Core Dividend Growth ETF by 1.4% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 622,905 shares of the company’s stock valued at $38,483,000 after purchasing an additional 8,322 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 first quarter. Sound Income Strategies LLC now owns 409 shares of the company’s stock valued at $25,000 after purchasing an additional 287 shares during the last quarter. Finally, Mission Wealth Management LP increased its holdings in shares of iShares Core Dividend Growth ETF by 6.3% in the first quarter. Mission Wealth Management LP now owns 10,701 shares of the company’s stock valued at $661,000 after purchasing an additional 635 shares during the last quarter.

iShares Core Dividend Growth ETF Stock Performance

DGRO stock opened at $68.16 on Thursday. The company’s 50-day simple moving average is $67.14 and its 200 day simple moving average is $63.79. iShares Core Dividend Growth ETF has a 52 week low of $54.09 and a 52 week high of $68.88. The company has a market capitalization of $34.52 billion, a PE ratio of 19.66 and a beta of 0.89.

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.