SOA Wealth Advisors LLC. reduced its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,937 shares of the company’s stock after selling 2,056 shares during the quarter. iShares Select Dividend ETF comprises approximately 1.8% of SOA Wealth Advisors LLC.’s holdings, making the stock its 12th largest position. SOA Wealth Advisors LLC.’s holdings in iShares Select Dividend ETF were worth $9,707,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in DVY. Thurston Springer Miller Herd & Titak Inc. increased its position in iShares Select Dividend ETF by 340.9% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 194 shares of the company’s stock valued at $25,000 after acquiring an additional 150 shares during the period. ORG Wealth Partners LLC bought a new position in shares of iShares Select Dividend ETF in the third quarter worth $36,000. JDM Financial Group LLC increased its holdings in shares of iShares Select Dividend ETF by 33.3% during the third quarter. JDM Financial Group LLC now owns 300 shares of the company’s stock valued at $41,000 after purchasing an additional 75 shares during the period. Weaver Capital Management LLC bought a new stake in shares of iShares Select Dividend ETF during the fourth quarter valued at about $43,000. Finally, Financial Life Planners acquired a new stake in iShares Select Dividend ETF in the fourth quarter worth about $58,000. 46.08% of the stock is owned by institutional investors and hedge funds.
iShares Select Dividend ETF Stock Down 0.6 %
Shares of DVY opened at $134.10 on Friday. The firm has a market capitalization of $19.93 billion, a PE ratio of 13.25 and a beta of 0.87. The firm has a 50-day moving average price of $134.33 and a 200 day moving average price of $133.84. iShares Select Dividend ETF has a 52-week low of $112.42 and a 52-week high of $144.09.
iShares Select Dividend ETF Cuts Dividend
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.
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