GoalVest Advisory LLC Boosts Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

GoalVest Advisory LLC increased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 5.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,338 shares of the company’s stock after buying an additional 1,364 shares during the quarter. iShares Select Dividend ETF comprises approximately 1.1% of GoalVest Advisory LLC’s portfolio, making the stock its 11th largest position. GoalVest Advisory LLC’s holdings in iShares Select Dividend ETF were worth $3,693,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in DVY. Addison Advisors LLC increased its position in shares of iShares Select Dividend ETF by 107.1% during the second quarter. Addison Advisors LLC now owns 232 shares of the company’s stock valued at $28,000 after acquiring an additional 120 shares during the last quarter. 1620 Investment Advisors Inc. purchased a new stake in iShares Select Dividend ETF in the second quarter valued at approximately $30,000. ORG Partners LLC acquired a new position in iShares Select Dividend ETF during the second quarter worth $32,000. Family Firm Inc. purchased a new position in shares of iShares Select Dividend ETF during the second quarter worth $36,000. Finally, ORG Wealth Partners LLC acquired a new stake in shares of iShares Select Dividend ETF in the third quarter valued at $36,000. 46.08% of the stock is currently owned by institutional investors and hedge funds.

iShares Select Dividend ETF Trading Up 0.3 %

DVY opened at $138.33 on Friday. The stock’s 50-day moving average price is $134.99 and its 200 day moving average price is $128.61. iShares Select Dividend ETF has a 12-month low of $109.15 and a 12-month high of $139.90. The firm has a market cap of $20.61 billion, a price-to-earnings ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were given a dividend of $1.5496 per share. The ex-dividend date of this dividend was Wednesday, September 25th.

About iShares Select Dividend ETF

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.