iShares Select Dividend ETF (NASDAQ:DVY) is Schwarz Dygos Wheeler Investment Advisors LLC’s 7th Largest Position

Schwarz Dygos Wheeler Investment Advisors LLC increased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 4.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 103,610 shares of the company’s stock after purchasing an additional 3,990 shares during the period. iShares Select Dividend ETF accounts for 3.3% of Schwarz Dygos Wheeler Investment Advisors LLC’s portfolio, making the stock its 7th largest holding. Schwarz Dygos Wheeler Investment Advisors LLC owned 0.07% of iShares Select Dividend ETF worth $13,603,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of DVY. Bank of New York Mellon Corp grew its holdings in iShares Select Dividend ETF by 0.7% during the 4th quarter. Bank of New York Mellon Corp now owns 1,881,782 shares of the company’s stock valued at $247,059,000 after buying an additional 13,228 shares in the last quarter. LPL Financial LLC boosted its position in shares of iShares Select Dividend ETF by 4.6% during the third quarter. LPL Financial LLC now owns 1,465,825 shares of the company’s stock worth $197,989,000 after acquiring an additional 64,620 shares during the last quarter. JPMorgan Chase & Co. boosted its position in shares of iShares Select Dividend ETF by 0.5% during the third quarter. JPMorgan Chase & Co. now owns 1,380,841 shares of the company’s stock worth $186,510,000 after acquiring an additional 7,012 shares during the last quarter. Truist Financial Corp grew its stake in iShares Select Dividend ETF by 3.9% during the fourth quarter. Truist Financial Corp now owns 1,195,080 shares of the company’s stock valued at $156,902,000 after acquiring an additional 44,508 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new stake in iShares Select Dividend ETF in the 4th quarter valued at $156,322,000. Hedge funds and other institutional investors own 46.08% of the company’s stock.

iShares Select Dividend ETF Stock Up 1.0 %

Shares of DVY stock opened at $134.30 on Monday. The stock has a market cap of $19.96 billion, a P/E ratio of 16.35 and a beta of 0.87. The company’s fifty day simple moving average is $134.22 and its two-hundred day simple moving average is $135.09. iShares Select Dividend ETF has a 52 week low of $115.43 and a 52 week high of $144.09.

iShares Select Dividend ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a dividend of $1.3164 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares Select Dividend ETF Company 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.