Transform Wealth LLC Sells 808 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Transform Wealth LLC decreased its position in iShares Select Dividend ETF (NASDAQ:DVYGet Rating) by 8.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,861 shares of the company’s stock after selling 808 shares during the quarter. Transform Wealth LLC’s holdings in iShares Select Dividend ETF were worth $1,038,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Thrive Wealth Management LLC raised its holdings in iShares Select Dividend ETF by 2.1% in the fourth quarter. Thrive Wealth Management LLC now owns 3,916 shares of the company’s stock worth $472,000 after purchasing an additional 81 shares in the last quarter. Nelson Van Denburg & Campbell Wealth Management Group LLC raised its holdings in iShares Select Dividend ETF by 1.2% in the first quarter. Nelson Van Denburg & Campbell Wealth Management Group LLC now owns 6,854 shares of the company’s stock worth $878,000 after purchasing an additional 81 shares in the last quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH raised its holdings in iShares Select Dividend ETF by 1.1% in the fourth quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 7,916 shares of the company’s stock worth $955,000 after purchasing an additional 84 shares in the last quarter. Stillwater Capital Advisors LLC grew its stake in shares of iShares Select Dividend ETF by 4.5% in the fourth quarter. Stillwater Capital Advisors LLC now owns 1,971 shares of the company’s stock worth $238,000 after acquiring an additional 85 shares during the last quarter. Finally, Laurel Wealth Advisors Inc. grew its stake in shares of iShares Select Dividend ETF by 0.7% in the fourth quarter. Laurel Wealth Advisors Inc. now owns 11,645 shares of the company’s stock worth $1,404,000 after acquiring an additional 85 shares during the last quarter. Institutional investors own 47.80% of the company’s stock.

iShares Select Dividend ETF Trading Down 1.2 %

NASDAQ DVY opened at $110.50 on Monday. iShares Select Dividend ETF has a 12 month low of $105.59 and a 12 month high of $128.05. The stock has a market cap of $20.12 billion, a P/E ratio of 11.69 and a beta of 0.87. The stock’s fifty day moving average price is $111.90 and its 200-day moving average price is $114.96.

iShares Select Dividend ETF Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 13th. Stockholders of record on Thursday, June 8th were paid a $0.8164 dividend. The ex-dividend date of this dividend was Wednesday, June 7th. This represents a $3.27 dividend on an annualized basis and a dividend yield of 2.96%.

About iShares Select Dividend ETF

(Get Rating)

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

Want to see what other hedge funds are holding DVY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Select Dividend ETF (NASDAQ:DVYGet Rating).

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

Receive News & Ratings for iShares Select Dividend ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Select Dividend ETF and related companies with MarketBeat.com's FREE daily email newsletter.