Rooted Wealth Advisors Inc. Has $17.40 Million Stock Holdings in iShares Core Dividend Growth ETF $DGRO

Rooted Wealth Advisors Inc. reduced its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 9.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 237,885 shares of the company’s stock after selling 24,740 shares during the quarter. iShares Core Dividend Growth ETF accounts for 4.4% of Rooted Wealth Advisors Inc.’s portfolio, making the stock its 5th largest position. Rooted Wealth Advisors Inc.’s holdings in iShares Core Dividend Growth ETF were worth $17,399,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Greenline Wealth Management LLC acquired a new position in shares of iShares Core Dividend Growth ETF during the 4th quarter worth approximately $25,000. Tortoise Investment Management LLC grew its stake in iShares Core Dividend Growth ETF by 89.5% in the 3rd quarter. Tortoise Investment Management LLC now owns 379 shares of the company’s stock valued at $26,000 after buying an additional 179 shares during the last quarter. Ankerstar Wealth LLC bought a new position in shares of iShares Core Dividend Growth ETF during the fourth quarter worth approximately $26,000. MBM Wealth Consultants LLC bought a new position in iShares Core Dividend Growth ETF during the 1st quarter worth $27,000. Finally, Group One Trading LLC acquired a new stake in iShares Core Dividend Growth ETF in the 3rd quarter worth about $28,000.

iShares Core Dividend Growth ETF Stock Up 0.4%

DGRO opened at $75.80 on Friday. The stock has a market capitalization of $40.79 billion, a price-to-earnings ratio of 19.66 and a beta of 0.77. iShares Core Dividend Growth ETF has a twelve month low of $63.36 and a twelve month high of $76.24. The company has a 50-day simple moving average of $74.22 and a 200 day simple moving average of $72.31.

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.