Summit Trail Advisors LLC Raises Stock Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Summit Trail Advisors LLC raised its position in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 8.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,294 shares of the company’s stock after buying an additional 1,891 shares during the quarter. Summit Trail Advisors LLC’s holdings in iShares Select Dividend ETF were worth $2,939,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. LS Investment Advisors LLC lifted its position in iShares Select Dividend ETF by 1.6% during the 2nd quarter. LS Investment Advisors LLC now owns 5,392 shares of the company’s stock valued at $652,000 after acquiring an additional 85 shares during the period. Perfromance Wealth Partners LLC increased its stake in shares of iShares Select Dividend ETF by 0.9% during the second quarter. Perfromance Wealth Partners LLC now owns 10,034 shares of the company’s stock valued at $1,214,000 after purchasing an additional 92 shares in the last quarter. HCR Wealth Advisors lifted its holdings in shares of iShares Select Dividend ETF by 3.1% during the fourth quarter. HCR Wealth Advisors now owns 3,286 shares of the company’s stock valued at $385,000 after purchasing an additional 98 shares during the last quarter. Salem Investment Counselors Inc. boosted its position in shares of iShares Select Dividend ETF by 0.7% in the 1st quarter. Salem Investment Counselors Inc. now owns 15,453 shares of the company’s stock worth $1,903,000 after purchasing an additional 100 shares in the last quarter. Finally, Integrity Financial Corp WA grew its stake in shares of iShares Select Dividend ETF by 9.5% in the 1st quarter. Integrity Financial Corp WA now owns 1,150 shares of the company’s stock worth $142,000 after buying an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 46.08% of the company’s stock.

iShares Select Dividend ETF Stock Down 0.1 %

DVY stock opened at $135.26 on Friday. The business has a 50 day moving average of $130.14 and a 200 day moving average of $124.28. The firm has a market cap of $20.11 billion, a PE ratio of 13.25 and a beta of 0.87. iShares Select Dividend ETF has a twelve month low of $102.66 and a twelve month high of $136.11.

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.