Heartwood Wealth Advisors LLC Reduces Stock Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Heartwood Wealth Advisors LLC lessened its stake in shares of iShares Select Dividend ETF (NASDAQ:DVYFree Report) by 21.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,521 shares of the company’s stock after selling 1,236 shares during the quarter. Heartwood Wealth Advisors LLC’s holdings in iShares Select Dividend ETF were worth $557,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Halbert Hargrove Global Advisors LLC grew its position in iShares Select Dividend ETF by 2.1% in the 4th quarter. Halbert Hargrove Global Advisors LLC now owns 4,376 shares of the company’s stock valued at $513,000 after buying an additional 88 shares during the last quarter. Sunbelt Securities Inc. lifted its holdings in iShares Select Dividend ETF by 0.6% in the third quarter. Sunbelt Securities Inc. now owns 16,069 shares of the company’s stock valued at $1,730,000 after acquiring an additional 96 shares during the period. Access Financial Services Inc. boosted its position in shares of iShares Select Dividend ETF by 0.5% during the 4th quarter. Access Financial Services Inc. now owns 19,382 shares of the company’s stock worth $2,272,000 after purchasing an additional 96 shares in the last quarter. Patriot Financial Group Insurance Agency LLC increased its holdings in shares of iShares Select Dividend ETF by 3.9% in the 4th quarter. Patriot Financial Group Insurance Agency LLC now owns 2,540 shares of the company’s stock valued at $298,000 after purchasing an additional 96 shares in the last quarter. Finally, HCR Wealth Advisors boosted its holdings in iShares Select Dividend ETF by 3.1% during the fourth quarter. HCR Wealth Advisors now owns 3,286 shares of the company’s stock worth $385,000 after buying an additional 98 shares in the last quarter. Institutional investors and hedge funds own 46.08% of the company’s stock.

iShares Select Dividend ETF Price Performance

iShares Select Dividend ETF stock traded up $0.56 during mid-day trading on Tuesday, hitting $120.02. 1,580,677 shares of the company were exchanged, compared to its average volume of 528,238. iShares Select Dividend ETF has a 12-month low of $102.66 and a 12-month high of $125.99. The business’s 50 day simple moving average is $121.50 and its two-hundred day simple moving average is $118.71. The company has a market capitalization of $18.24 billion, a P/E ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 17th. Shareholders of record on Tuesday, June 11th were paid a dividend of $0.9304 per share. This represents a $3.72 dividend on an annualized basis and a dividend yield of 3.10%. The ex-dividend date of this dividend was Tuesday, June 11th.

About iShares Select Dividend ETF

(Free Report)

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.

See Also

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

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