XML Financial LLC Increases Holdings in iShares Core Dividend Growth ETF $DGRO

XML Financial LLC increased its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 13.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 576,049 shares of the company’s stock after purchasing an additional 68,363 shares during the quarter. iShares Core Dividend Growth ETF makes up 3.3% of XML Financial LLC’s portfolio, making the stock its 2nd biggest position. XML Financial LLC’s holdings in iShares Core Dividend Growth ETF were worth $40,427,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. AlphaCore Capital LLC raised its holdings in iShares Core Dividend Growth ETF by 119.2% during the 3rd quarter. AlphaCore Capital LLC now owns 89,396 shares of the company’s stock worth $6,086,000 after buying an additional 48,607 shares during the period. D.A. Davidson & CO. lifted its stake in iShares Core Dividend Growth ETF by 9.7% in the fourth quarter. D.A. Davidson & CO. now owns 137,795 shares of the company’s stock valued at $9,566,000 after buying an additional 12,183 shares in the last quarter. CVA Family Office LLC boosted its holdings in shares of iShares Core Dividend Growth ETF by 91.3% in the fourth quarter. CVA Family Office LLC now owns 116,205 shares of the company’s stock valued at $8,067,000 after buying an additional 55,475 shares during the period. Avior Wealth Management LLC boosted its holdings in shares of iShares Core Dividend Growth ETF by 7.7% in the fourth quarter. Avior Wealth Management LLC now owns 1,907,665 shares of the company’s stock valued at $132,430,000 after buying an additional 135,877 shares during the period. Finally, Directional Asset Management bought a new stake in shares of iShares Core Dividend Growth ETF during the fourth quarter worth $3,630,000.

iShares Core Dividend Growth ETF Price Performance

Shares of NYSEARCA:DGRO opened at $74.82 on Monday. The firm has a market cap of $40.26 billion, a price-to-earnings ratio of 19.66 and a beta of 0.77. iShares Core Dividend Growth ETF has a 12 month low of $62.05 and a 12 month high of $76.07. The company’s fifty day simple moving average is $73.91 and its 200 day simple moving average is $72.13.

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.