ATX Financial Planning LLC Sells 15,704 Shares of iShares Core Dividend Growth ETF $DGRO

ATX Financial Planning LLC reduced its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 34.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,383 shares of the company’s stock after selling 15,704 shares during the period. iShares Core Dividend Growth ETF makes up approximately 1.6% of ATX Financial Planning LLC’s investment portfolio, making the stock its 14th biggest position. ATX Financial Planning LLC’s holdings in iShares Core Dividend Growth ETF were worth $2,132,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DGRO. Greenline Wealth Management LLC bought a new position in shares of iShares Core Dividend Growth ETF in the fourth quarter worth about $25,000. Tortoise Investment Management LLC increased its position in iShares Core Dividend Growth ETF by 89.5% during the 3rd quarter. Tortoise Investment Management LLC now owns 379 shares of the company’s stock worth $26,000 after purchasing an additional 179 shares in the last quarter. Ankerstar Wealth LLC acquired a new position in iShares Core Dividend Growth ETF during the 4th quarter worth approximately $26,000. MBM Wealth Consultants LLC acquired a new position in iShares Core Dividend Growth ETF during the 1st quarter worth approximately $27,000. Finally, Group One Trading LLC bought a new position in iShares Core Dividend Growth ETF in the 3rd quarter valued at approximately $28,000.

iShares Core Dividend Growth ETF Price Performance

Shares of iShares Core Dividend Growth ETF stock opened at $76.92 on Friday. iShares Core Dividend Growth ETF has a fifty-two week low of $63.76 and a fifty-two week high of $78.06. The firm has a market capitalization of $41.88 billion, a P/E ratio of 19.66 and a beta of 0.77. The company’s 50 day moving average price is $74.92 and its two-hundred day moving average price is $72.78.

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.