iShares Select Dividend ETF (NASDAQ:DVY) Shares Bought by Schwarz Dygos Wheeler Investment Advisors LLC

Schwarz Dygos Wheeler Investment Advisors LLC raised its stake in iShares Select Dividend ETF (NASDAQ:DVY) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,134 shares of the company’s stock after acquiring an additional 1,935 shares during the period. iShares Select Dividend ETF accounts for approximately 3.3% of Schwarz Dygos Wheeler Investment Advisors LLC’s portfolio, making the stock its 7th largest position. Schwarz Dygos Wheeler Investment Advisors LLC owned approximately 0.06% of iShares Select Dividend ETF worth $10,566,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in DVY. Northern Trust Corp increased its holdings in iShares Select Dividend ETF by 3.0% in the third quarter. Northern Trust Corp now owns 3,446,617 shares of the company’s stock valued at $370,994,000 after buying an additional 101,996 shares in the last quarter. Royal Bank of Canada increased its holdings in iShares Select Dividend ETF by 2.6% in the third quarter. Royal Bank of Canada now owns 2,579,311 shares of the company’s stock valued at $277,635,000 after buying an additional 64,326 shares in the last quarter. International Assets Investment Management LLC increased its holdings in iShares Select Dividend ETF by 12,638.3% in the fourth quarter. International Assets Investment Management LLC now owns 2,407,409 shares of the company’s stock valued at $282,196,000 after buying an additional 2,388,510 shares in the last quarter. Truist Financial Corp increased its holdings in iShares Select Dividend ETF by 5.9% in the fourth quarter. Truist Financial Corp now owns 1,505,448 shares of the company’s stock valued at $176,469,000 after buying an additional 84,251 shares in the last quarter. Finally, Commonwealth Equity Services LLC increased its holdings in iShares Select Dividend ETF by 1.2% in the third quarter. Commonwealth Equity Services LLC now owns 641,814 shares of the company’s stock valued at $69,085,000 after buying an additional 7,883 shares in the last quarter. 46.08% of the stock is owned by hedge funds and other institutional investors.

iShares Select Dividend ETF Price Performance

iShares Select Dividend ETF stock traded down $0.42 during mid-day trading on Friday, reaching $119.78. The company had a trading volume of 322,915 shares, compared to its average volume of 573,232. iShares Select Dividend ETF has a 1 year low of $102.66 and a 1 year high of $123.43. The company has a market capitalization of $18.20 billion, a P/E ratio of 12.98 and a beta of 0.87. The stock’s 50-day simple moving average is $119.11 and its 200-day simple moving average is $114.83.

iShares Select Dividend ETF Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were given a $0.9976 dividend. The ex-dividend date of this dividend was Thursday, March 21st. This represents a $3.99 annualized dividend and a dividend yield of 3.33%.

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.