Sterling Financial Planning Inc. Sells 83 Shares of iShares Select Dividend ETF (NASDAQ:DVY)

Sterling Financial Planning Inc. decreased its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 4.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,934 shares of the company’s stock after selling 83 shares during the quarter. Sterling Financial Planning Inc.’s holdings in iShares Select Dividend ETF were worth $254,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. JPMorgan Chase & Co. raised its stake in shares of iShares Select Dividend ETF by 0.5% during 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 period. Sequoia Financial Advisors LLC increased its position in shares of iShares Select Dividend ETF by 2.2% during the third quarter. Sequoia Financial Advisors LLC now owns 47,836 shares of the company’s stock valued at $6,461,000 after buying an additional 1,041 shares during the period. ORG Partners LLC lifted its holdings in shares of iShares Select Dividend ETF by 331.9% in the fourth quarter. ORG Partners LLC now owns 488 shares of the company’s stock worth $64,000 after buying an additional 375 shares in the last quarter. Regatta Capital Group LLC boosted its position in shares of iShares Select Dividend ETF by 6.7% in the fourth quarter. Regatta Capital Group LLC now owns 3,965 shares of the company’s stock valued at $521,000 after acquiring an additional 250 shares during the period. Finally, Fulton Bank N.A. grew its stake in iShares Select Dividend ETF by 20.4% during the fourth quarter. Fulton Bank N.A. now owns 26,935 shares of the company’s stock valued at $3,536,000 after acquiring an additional 4,568 shares in the last quarter. Hedge funds and other institutional investors own 46.08% of the company’s stock.

iShares Select Dividend ETF Price Performance

NASDAQ DVY opened at $137.71 on Thursday. The company’s 50 day simple moving average is $133.50 and its two-hundred day simple moving average is $134.29. iShares Select Dividend ETF has a 1 year low of $114.88 and a 1 year high of $144.09. The stock has a market capitalization of $20.47 billion, a PE ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Cuts Dividend

The business also recently declared 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 of this dividend was Tuesday, December 17th.

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.