Copia Wealth Management Sells 390 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Copia Wealth Management trimmed its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 18.0% in the first quarter, according to its most recent filing with the SEC. The firm owned 1,775 shares of the company’s stock after selling 390 shares during the period. Copia Wealth Management’s holdings in iShares Core Dividend Growth ETF were worth $110,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its holdings in iShares Core Dividend Growth ETF by 3.9% during the 4th quarter. Bank of America Corp DE now owns 18,265,578 shares of the company’s stock valued at $1,120,411,000 after purchasing an additional 679,471 shares during the last quarter. LPL Financial LLC lifted its holdings in iShares Core Dividend Growth ETF by 10.4% during the 4th quarter. LPL Financial LLC now owns 14,756,281 shares of the company’s stock valued at $905,150,000 after purchasing an additional 1,392,383 shares during the last quarter. Raymond James Financial Inc. bought a new position in iShares Core Dividend Growth ETF during the 4th quarter valued at about $616,824,000. Commonwealth Equity Services LLC lifted its holdings in iShares Core Dividend Growth ETF by 9.5% during the 4th quarter. Commonwealth Equity Services LLC now owns 7,766,539 shares of the company’s stock valued at $476,399,000 after purchasing an additional 673,044 shares during the last quarter. Finally, Capital Investment Advisors LLC lifted its holdings in iShares Core Dividend Growth ETF by 2.8% during the 1st quarter. Capital Investment Advisors LLC now owns 7,703,376 shares of the company’s stock valued at $475,915,000 after purchasing an additional 207,810 shares during the last quarter.

iShares Core Dividend Growth ETF Stock Down 0.1%

Shares of DGRO stock opened at $62.76 on Tuesday. iShares Core Dividend Growth ETF has a 12-month low of $54.09 and a 12-month high of $65.08. The company has a market capitalization of $31.32 billion, a P/E ratio of 20.47 and a beta of 0.85. The firm has a 50-day moving average price of $60.82 and a 200 day moving average price of $61.80.

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.