iShares Dow Jones U.S. ETF $IYY Stake Boosted by Sigma Planning Corp

Sigma Planning Corp lifted its stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 50.2% during the first quarter, HoldingsChannel reports. The fund owned 16,321 shares of the company’s stock after purchasing an additional 5,453 shares during the quarter. Sigma Planning Corp’s holdings in iShares Dow Jones U.S. ETF were worth $2,586,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the company. Lido Advisors LLC grew its stake in iShares Dow Jones U.S. ETF by 0.3% in the fourth quarter. Lido Advisors LLC now owns 21,529 shares of the company’s stock valued at $3,498,000 after purchasing an additional 74 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of iShares Dow Jones U.S. ETF by 0.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 11,639 shares of the company’s stock valued at $1,930,000 after buying an additional 91 shares during the last quarter. Capital Investment Advisors LLC grew its stake in shares of iShares Dow Jones U.S. ETF by 3.0% in the 4th quarter. Capital Investment Advisors LLC now owns 3,377 shares of the company’s stock valued at $560,000 after buying an additional 99 shares in the last quarter. EP Wealth Advisors LLC grew its stake in shares of iShares Dow Jones U.S. ETF by 0.6% in the 2nd quarter. EP Wealth Advisors LLC now owns 22,998 shares of the company’s stock valued at $3,470,000 after buying an additional 135 shares in the last quarter. Finally, Equitable Holdings Inc. grew its stake in shares of iShares Dow Jones U.S. ETF by 3.2% in the 4th quarter. Equitable Holdings Inc. now owns 5,066 shares of the company’s stock valued at $840,000 after buying an additional 155 shares in the last quarter.

iShares Dow Jones U.S. ETF Stock Performance

NYSEARCA:IYY opened at $182.93 on Friday. The company has a market capitalization of $2.97 billion, a P/E ratio of 25.52 and a beta of 1.01. The stock’s 50 day moving average price is $181.31 and its 200 day moving average price is $171.80. iShares Dow Jones U.S. ETF has a 52 week low of $151.09 and a 52 week high of $184.94.

iShares Dow Jones U.S. ETF Profile

iShares Dow Jones US ETF, formerly iShares Dow Jones U.S. Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Index (the Index). The Index measures the performance of the broad United States equity market, and is consisted of all of the companies in the Dow Jones Large-Cap Index, Dow Jones Mid-Cap Index and Dow Jones Small-Cap Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.