Annex Advisory Services LLC Has $658,000 Position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Annex Advisory Services LLC lowered its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 12.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,727 shares of the company’s stock after selling 1,576 shares during the quarter. Annex Advisory Services LLC’s holdings in iShares Core Dividend Growth ETF were worth $658,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in DGRO. Sanctuary Advisors LLC acquired a new stake in iShares Core Dividend Growth ETF in the second quarter valued at $45,148,000. MML Investors Services LLC lifted its stake in shares of iShares Core Dividend Growth ETF by 20.4% during the 3rd quarter. MML Investors Services LLC now owns 3,796,963 shares of the company’s stock worth $238,032,000 after buying an additional 644,193 shares during the last quarter. Smith Anglin Financial LLC lifted its stake in shares of iShares Core Dividend Growth ETF by 78.4% during the 3rd quarter. Smith Anglin Financial LLC now owns 1,346,692 shares of the company’s stock worth $84,424,000 after buying an additional 591,701 shares during the last quarter. LPL Financial LLC lifted its stake in shares of iShares Core Dividend Growth ETF by 3.2% during the 3rd quarter. LPL Financial LLC now owns 13,363,898 shares of the company’s stock worth $837,783,000 after buying an additional 413,083 shares during the last quarter. Finally, Summit Investment Advisory Services LLC acquired a new stake in shares of iShares Core Dividend Growth ETF during the 3rd quarter worth about $23,432,000.

iShares Core Dividend Growth ETF Stock Performance

NYSEARCA DGRO opened at $62.59 on Tuesday. The firm has a 50-day moving average of $62.74 and a 200-day moving average of $61.78. The stock has a market cap of $29.63 billion, a PE ratio of 19.25 and a beta of 0.71. iShares Core Dividend Growth ETF has a 52-week low of $53.18 and a 52-week high of $65.08.

iShares Core Dividend Growth ETF Company Profile

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.