Corient Private Wealth LLC Boosts Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Corient Private Wealth LLC increased its holdings in iShares Select Dividend ETF (NASDAQ:DVY) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 111,147 shares of the company’s stock after purchasing an additional 2,620 shares during the period. Corient Private Wealth LLC’s holdings in iShares Select Dividend ETF were worth $13,029,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. D.A. Davidson & CO. lifted its stake in shares of iShares Select Dividend ETF by 13.8% during the 4th quarter. D.A. Davidson & CO. now owns 26,974 shares of the company’s stock worth $3,162,000 after purchasing an additional 3,279 shares during the last quarter. Coldstream Capital Management Inc. lifted its stake in shares of iShares Select Dividend ETF by 5.1% during the 4th quarter. Coldstream Capital Management Inc. now owns 14,636 shares of the company’s stock worth $1,716,000 after purchasing an additional 712 shares during the last quarter. CBIZ Investment Advisory Services LLC purchased a new stake in shares of iShares Select Dividend ETF during the 4th quarter worth $832,000. MainStreet Investment Advisors LLC lifted its stake in shares of iShares Select Dividend ETF by 44.7% during the 4th quarter. MainStreet Investment Advisors LLC now owns 4,030 shares of the company’s stock worth $472,000 after purchasing an additional 1,245 shares during the last quarter. Finally, Sheaff Brock Investment Advisors LLC lifted its stake in shares of iShares Select Dividend ETF by 22.4% during the 4th quarter. Sheaff Brock Investment Advisors LLC now owns 6,559 shares of the company’s stock worth $769,000 after purchasing an additional 1,201 shares during the last quarter. 46.08% of the stock is owned by hedge funds and other institutional investors.

iShares Select Dividend ETF Stock Up 0.6 %

Shares of NASDAQ DVY traded up $0.78 during mid-day trading on Friday, reaching $123.18. 214,707 shares of the company were exchanged, compared to its average volume of 538,435. The firm has a 50-day moving average of $121.36 and a 200 day moving average of $117.20. iShares Select Dividend ETF has a 1 year low of $102.66 and a 1 year high of $125.99. The stock has a market cap of $18.72 billion, a price-to-earnings ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were issued a $0.9976 dividend. This represents a $3.99 annualized dividend and a yield of 3.24%. The ex-dividend date of this dividend was Thursday, March 21st.

About iShares Select Dividend ETF

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.