iShares Select Dividend ETF (NASDAQ:DVY) Shares Acquired by Planned Solutions Inc.

Planned Solutions Inc. lifted its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 27.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,871 shares of the company’s stock after acquiring an additional 2,108 shares during the period. iShares Select Dividend ETF accounts for approximately 0.5% of Planned Solutions Inc.’s investment portfolio, making the stock its 26th biggest holding. Planned Solutions Inc.’s holdings in iShares Select Dividend ETF were worth $1,296,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. NewEdge Advisors LLC boosted its holdings in shares of iShares Select Dividend ETF by 5.6% in the second quarter. NewEdge Advisors LLC now owns 75,747 shares of the company’s stock valued at $9,164,000 after acquiring an additional 4,031 shares during the period. JPMorgan Chase & Co. raised its position in iShares Select Dividend ETF by 0.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,380,841 shares of the company’s stock valued at $186,510,000 after purchasing an additional 7,012 shares during the last quarter. Sequoia Financial Advisors LLC boosted its stake in iShares Select Dividend ETF by 2.2% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 47,836 shares of the company’s stock worth $6,461,000 after purchasing an additional 1,041 shares during the period. Global Retirement Partners LLC grew its position in iShares Select Dividend ETF by 12.0% during the 3rd quarter. Global Retirement Partners LLC now owns 4,232 shares of the company’s stock worth $572,000 after purchasing an additional 455 shares during the last quarter. Finally, ORG Partners LLC increased its stake in iShares Select Dividend ETF by 331.9% in the fourth quarter. ORG Partners LLC now owns 488 shares of the company’s stock valued at $64,000 after purchasing an additional 375 shares during the period. Hedge funds and other institutional investors own 46.08% of the company’s stock.

iShares Select Dividend ETF Stock Performance

Shares of DVY opened at $134.80 on Tuesday. iShares Select Dividend ETF has a fifty-two week low of $112.42 and a fifty-two week high of $144.09. The firm has a 50-day simple moving average of $135.84 and a 200-day simple moving average of $132.90. The company has a market capitalization of $20.47 billion, a price-to-earnings ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a $1.3164 dividend. The ex-dividend date was Tuesday, December 17th.

iShares Select Dividend ETF 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.