iShares Select Dividend ETF $DVY Shares Sold by GoalVest Advisory LLC

GoalVest Advisory LLC reduced its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 87.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,856 shares of the company’s stock after selling 39,652 shares during the period. GoalVest Advisory LLC’s holdings in iShares Select Dividend ETF were worth $832,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Flow Traders U.S. LLC purchased a new stake in shares of iShares Select Dividend ETF during the second quarter worth $1,405,000. Cove Private Wealth LLC boosted its holdings in iShares Select Dividend ETF by 64.6% in the second quarter. Cove Private Wealth LLC now owns 8,280 shares of the company’s stock valued at $1,100,000 after purchasing an additional 3,250 shares during the period. Courage Miller Partners LLC grew its stake in iShares Select Dividend ETF by 28.6% during the 2nd quarter. Courage Miller Partners LLC now owns 2,795 shares of the company’s stock worth $371,000 after purchasing an additional 621 shares in the last quarter. Astoria Portfolio Advisors LLC. increased its holdings in iShares Select Dividend ETF by 25.5% during the 2nd quarter. Astoria Portfolio Advisors LLC. now owns 5,590 shares of the company’s stock worth $768,000 after purchasing an additional 1,136 shares during the period. Finally, Worth Financial Advisory Group LLC raised its position in iShares Select Dividend ETF by 29.0% in the 2nd quarter. Worth Financial Advisory Group LLC now owns 2,777 shares of the company’s stock valued at $369,000 after purchasing an additional 625 shares in the last quarter. 46.08% of the stock is currently owned by hedge funds and other institutional investors.

iShares Select Dividend ETF Stock Performance

Shares of DVY opened at $142.63 on Monday. The stock has a 50-day simple moving average of $141.33 and a 200-day simple moving average of $139.46. The stock has a market capitalization of $21.16 billion, a PE ratio of 13.69 and a beta of 0.77. iShares Select Dividend ETF has a 1 year low of $115.94 and a 1 year high of $145.03.

iShares Select Dividend ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Tuesday, December 16th were paid a $1.6162 dividend. This is an increase from iShares Select Dividend ETF’s previous quarterly dividend of $1.25. This represents a $6.46 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date was Tuesday, December 16th.

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. The Index consists of 100 of the highest dividend-yielding securities (excluding real estate investment trusts (REITs) in the Dow Jones U.S.