iShares Core Dividend Growth ETF $DGRO is Madison Wealth Partners Inc’s 2nd Largest Position

Madison Wealth Partners Inc boosted its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 2.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 647,554 shares of the company’s stock after acquiring an additional 15,020 shares during the quarter. iShares Core Dividend Growth ETF accounts for about 8.2% of Madison Wealth Partners Inc’s investment portfolio, making the stock its 2nd largest holding. Madison Wealth Partners Inc owned approximately 0.12% of iShares Core Dividend Growth ETF worth $44,953,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Caprock Group LLC purchased a new stake in iShares Core Dividend Growth ETF during the 3rd quarter valued at about $678,000. AlphaCore Capital LLC boosted 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 valued at $6,086,000 after acquiring an additional 48,607 shares during the period. CVA Family Office LLC boosted its holdings in iShares Core Dividend Growth ETF by 91.3% during the 4th quarter. CVA Family Office LLC now owns 116,205 shares of the company’s stock valued at $8,067,000 after acquiring an additional 55,475 shares during the period. Avior Wealth Management LLC boosted its holdings in iShares Core Dividend Growth ETF by 7.7% during the 4th quarter. Avior Wealth Management LLC now owns 1,907,665 shares of the company’s stock valued at $132,430,000 after acquiring an additional 135,877 shares during the period. Finally, D.A. Davidson & CO. boosted its holdings in iShares Core Dividend Growth ETF by 9.7% during the 4th quarter. D.A. Davidson & CO. now owns 137,795 shares of the company’s stock valued at $9,566,000 after acquiring an additional 12,183 shares during the period.

iShares Core Dividend Growth ETF Price Performance

Shares of DGRO stock opened at $74.92 on Friday. The stock has a market capitalization of $40.32 billion, a PE ratio of 19.66 and a beta of 0.77. iShares Core Dividend Growth ETF has a 1-year low of $61.47 and a 1-year high of $75.03. The business has a 50-day moving average of $72.33 and a 200 day moving average of $71.41.

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.