Institute for Wealth Management LLC. Grows Position in iShares Select Dividend ETF (NASDAQ:DVY)

Institute for Wealth Management LLC. raised its holdings in iShares Select Dividend ETF (NASDAQ:DVY) by 611.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,692 shares of the company’s stock after acquiring an additional 15,204 shares during the period. Institute for Wealth Management LLC.’s holdings in iShares Select Dividend ETF were worth $1,761,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Wedbush Securities Inc. raised its holdings in shares of iShares Select Dividend ETF by 2.3% in the 1st quarter. Wedbush Securities Inc. now owns 4,576 shares of the company’s stock valued at $449,000 after acquiring an additional 102 shares in the last quarter. AllSquare Wealth Management LLC raised its holdings in shares of iShares Select Dividend ETF by 3.9% in the 1st quarter. AllSquare Wealth Management LLC now owns 2,968 shares of the company’s stock valued at $291,000 after acquiring an additional 112 shares in the last quarter. Claraphi Advisory Network LLC raised its holdings in shares of iShares Select Dividend ETF by 2.7% in the 2nd quarter. Claraphi Advisory Network LLC now owns 4,345 shares of the company’s stock valued at $433,000 after acquiring an additional 114 shares in the last quarter. Capital Asset Advisory Services LLC raised its holdings in shares of iShares Select Dividend ETF by 0.9% in the 1st quarter. Capital Asset Advisory Services LLC now owns 13,590 shares of the company’s stock valued at $1,334,000 after acquiring an additional 125 shares in the last quarter. Finally, Founders Financial Securities LLC raised its holdings in shares of iShares Select Dividend ETF by 6.1% in the 2nd quarter. Founders Financial Securities LLC now owns 2,255 shares of the company’s stock valued at $225,000 after acquiring an additional 130 shares in the last quarter.

Shares of iShares Select Dividend ETF stock traded up $1.43 during trading on Friday, hitting $96.69. 391,800 shares of the stock traded hands, compared to its average volume of 629,668. The firm’s fifty day moving average is $99.55 and its 200-day moving average is $98.55. iShares Select Dividend ETF has a 52 week low of $84.62 and a 52 week high of $102.54.



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.

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Institutional Ownership by Quarter for iShares Select Dividend ETF (NASDAQ:DVY)

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