Evensky & Katz LLC Acquires New Holdings in iShares Select Dividend ETF (DVY)

Share on StockTwits

Evensky & Katz LLC acquired a new position in iShares Select Dividend ETF (NASDAQ:DVY) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,470 shares of the company’s stock, valued at approximately $242,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Wedbush Securities Inc. increased its position in shares of iShares Select Dividend ETF by 2.3% during the first quarter. Wedbush Securities Inc. now owns 4,576 shares of the company’s stock valued at $449,000 after acquiring an additional 102 shares in the last quarter. AllSquare Wealth Management LLC increased its position in shares of iShares Select Dividend ETF by 3.9% during the first quarter. AllSquare Wealth Management LLC now owns 2,968 shares of the company’s stock valued at $291,000 after acquiring an additional 112 shares in the last quarter. Gryphon Financial Partners LLC increased its position in shares of iShares Select Dividend ETF by 2.2% during the fourth quarter. Gryphon Financial Partners LLC now owns 5,337 shares of the company’s stock valued at $477,000 after acquiring an additional 115 shares in the last quarter. Clarus Wealth Advisors increased its position in shares of iShares Select Dividend ETF by 7.2% during the fourth quarter. Clarus Wealth Advisors now owns 1,780 shares of the company’s stock valued at $159,000 after acquiring an additional 120 shares in the last quarter. Finally, Dorsey & Whitney Trust CO LLC increased its position in shares of iShares Select Dividend ETF by 0.9% during the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 13,992 shares of the company’s stock valued at $1,249,000 after acquiring an additional 125 shares in the last quarter.

Shares of DVY opened at $98.16 on Monday. iShares Select Dividend ETF has a twelve month low of $84.62 and a twelve month high of $102.54.

COPYRIGHT VIOLATION NOTICE: This article was first posted by Macon Daily and is the sole property of of Macon Daily. If you are reading this article on another publication, it was copied illegally and reposted in violation of US & international trademark & copyright legislation. The original version of this article can be viewed at https://macondaily.com/2019/05/20/evensky-katz-llc-acquires-new-holdings-in-ishares-select-dividend-etf-dvy.html.

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.

Featured Story: Net Margin

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:DVY).

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.