Omega Financial Group LLC Reduces Position in iShares Select Dividend ETF (NASDAQ:DVY)

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Omega Financial Group LLC lowered its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 3.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,771 shares of the company’s stock after selling 2,296 shares during the period. iShares Select Dividend ETF accounts for about 4.6% of Omega Financial Group LLC’s investment portfolio, making the stock its 7th biggest holding. Omega Financial Group LLC’s holdings in iShares Select Dividend ETF were worth $6,249,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of DVY. HCR Wealth Advisors increased its position in shares of iShares Select Dividend ETF by 119.0% in the 1st quarter. HCR Wealth Advisors now owns 11,028 shares of the company’s stock valued at $1,083,000 after acquiring an additional 5,993 shares during the period. Trust Co. of Virginia VA bought a new stake in shares of iShares Select Dividend ETF in the first quarter worth $215,000. Clarus Wealth Advisors grew its holdings in iShares Select Dividend ETF by 132.4% during the second quarter. Clarus Wealth Advisors now owns 4,215 shares of the company’s stock valued at $420,000 after purchasing an additional 2,401 shares during the period. MML Investors Services LLC grew its holdings in iShares Select Dividend ETF by 7.4% during the first quarter. MML Investors Services LLC now owns 135,553 shares of the company’s stock valued at $13,309,000 after purchasing an additional 9,296 shares during the period. Finally, Valmark Advisers Inc. lifted its position in shares of iShares Select Dividend ETF by 6.7% in the first quarter. Valmark Advisers Inc. now owns 84,747 shares of the company’s stock valued at $8,320,000 after acquiring an additional 5,289 shares in the last quarter.

Shares of iShares Select Dividend ETF stock traded up $1.43 during trading hours on Friday, hitting $96.69. The company’s stock had a trading volume of 391,800 shares, compared to its average volume of 629,668. The business has a 50 day moving average price of $99.55 and a two-hundred day moving average price of $98.55. iShares Select Dividend ETF has a 12-month low of $84.62 and a 12-month high of $102.54.

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.

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Institutional Ownership by Quarter for iShares Select Dividend ETF (NASDAQ:DVY)

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