Sard Wealth Management Group LLC Has $224,000 Stake in iShares Select Dividend ETF (NASDAQ:DVY)

Sard Wealth Management Group LLC reduced its holdings in iShares Select Dividend ETF (NASDAQ:DVY) by 9.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,659 shares of the company’s stock after selling 174 shares during the period. Sard Wealth Management Group LLC’s holdings in iShares Select Dividend ETF were worth $224,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Fisher Asset Management LLC bought a new position in iShares Select Dividend ETF during the 4th quarter worth approximately $483,000. American National Bank boosted its position in shares of iShares Select Dividend ETF by 745.2% during the first quarter. American National Bank now owns 5,671 shares of the company’s stock worth $699,000 after purchasing an additional 5,000 shares in the last quarter. Sterling Investment Advisors LLC ADV acquired a new position in shares of iShares Select Dividend ETF in the 1st quarter valued at $226,000. David J Yvars Group increased its position in shares of iShares Select Dividend ETF by 13.1% in the 1st quarter. David J Yvars Group now owns 9,941 shares of the company’s stock valued at $1,223,000 after buying an additional 1,153 shares in the last quarter. Finally, FOCUS Wealth Advisors LLC raised its stake in iShares Select Dividend ETF by 17.8% during the 1st quarter. FOCUS Wealth Advisors LLC now owns 37,017 shares of the company’s stock worth $4,560,000 after buying an additional 5,597 shares during the period. 46.08% of the stock is owned by institutional investors.

iShares Select Dividend ETF Stock Performance

NASDAQ:DVY traded down $0.33 on Friday, reaching $136.24. The company’s stock had a trading volume of 70,412 shares, compared to its average volume of 463,910. iShares Select Dividend ETF has a 1-year low of $102.66 and a 1-year high of $137.26. The business’s 50-day moving average price is $132.82 and its two-hundred day moving average price is $126.16. The firm has a market cap of $20.36 billion, a PE ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were given a $1.5496 dividend. The ex-dividend date was Wednesday, September 25th.

iShares Select Dividend ETF Profile

iShares Select Dividend ETF, formerly iShares Dow Jones Select Dividend Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Select Dividend Index (the Index). The Index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.