Oak Harbor Wealth Partners LLC Has $874,000 Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Oak Harbor Wealth Partners LLC boosted its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY) by 7.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,458 shares of the company’s stock after buying an additional 503 shares during the period. Oak Harbor Wealth Partners LLC’s holdings in iShares Select Dividend ETF were worth $874,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Halbert Hargrove Global Advisors LLC grew its stake in iShares Select Dividend ETF by 2.1% during the 4th quarter. Halbert Hargrove Global Advisors LLC now owns 4,376 shares of the company’s stock valued at $513,000 after acquiring an additional 88 shares in the last quarter. Sunbelt Securities Inc. grew its stake in iShares Select Dividend ETF by 0.6% during the 3rd quarter. Sunbelt Securities Inc. now owns 16,069 shares of the company’s stock valued at $1,730,000 after acquiring an additional 96 shares in the last quarter. Access Financial Services Inc. grew its stake in iShares Select Dividend ETF by 0.5% during the 4th quarter. Access Financial Services Inc. now owns 19,382 shares of the company’s stock valued at $2,272,000 after acquiring an additional 96 shares in the last quarter. Patriot Financial Group Insurance Agency LLC grew its stake in iShares Select Dividend ETF by 3.9% during the 4th quarter. Patriot Financial Group Insurance Agency LLC now owns 2,540 shares of the company’s stock valued at $298,000 after acquiring an additional 96 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC grew its stake in iShares Select Dividend ETF by 1.7% during the 4th quarter. Dynamic Advisor Solutions LLC now owns 6,312 shares of the company’s stock valued at $745,000 after acquiring an additional 106 shares in the last quarter. Institutional investors and hedge funds own 46.08% of the company’s stock.

iShares Select Dividend ETF Trading Down 1.4 %

NASDAQ:DVY traded down $1.73 on Thursday, hitting $122.74. 209,420 shares of the company’s stock traded hands, compared to its average volume of 539,008. iShares Select Dividend ETF has a 1 year low of $102.66 and a 1 year high of $125.99. The firm has a 50-day moving average price of $121.21 and a 200-day moving average price of $117.06. The company has a market cap of $18.65 billion, a PE ratio of 13.25 and a beta of 0.87.

iShares Select Dividend ETF Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were paid a $0.9976 dividend. The ex-dividend date was Thursday, March 21st. This represents a $3.99 annualized dividend and a dividend yield of 3.25%.

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.