Congress Wealth Management LLC DE Raises Position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Congress Wealth Management LLC DE grew its position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 3.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,729 shares of the company’s stock after acquiring an additional 185 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares Dow Jones U.S. ETF were worth $820,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Sharp Financial Services LLC grew its position in iShares Dow Jones U.S. ETF by 3.7% during the 4th quarter. Sharp Financial Services LLC now owns 137,610 shares of the company’s stock valued at $19,691,000 after purchasing an additional 4,862 shares during the last quarter. Commonwealth Equity Services LLC grew its holdings in shares of iShares Dow Jones U.S. ETF by 1.7% in the fourth quarter. Commonwealth Equity Services LLC now owns 118,903 shares of the company’s stock worth $17,014,000 after acquiring an additional 2,020 shares during the period. Siligmueller & Norvid Wealth Advisors LLC purchased a new stake in iShares Dow Jones U.S. ETF during the fourth quarter valued at $12,971,000. Raymond James Financial Inc. purchased a new position in iShares Dow Jones U.S. ETF in the fourth quarter worth about $10,979,000. Finally, HighTower Advisors LLC grew its stake in shares of iShares Dow Jones U.S. ETF by 2.4% during the 3rd quarter. HighTower Advisors LLC now owns 38,827 shares of the company’s stock valued at $5,421,000 after purchasing an additional 920 shares during the period.

iShares Dow Jones U.S. ETF Trading Down 0.5 %

Shares of NYSEARCA IYY opened at $138.04 on Friday. iShares Dow Jones U.S. ETF has a 12-month low of $120.56 and a 12-month high of $149.87. The firm has a market capitalization of $2.22 billion, a price-to-earnings ratio of 24.93 and a beta of 1.04. The firm has a 50 day moving average of $143.92 and a 200 day moving average of $143.17.

iShares Dow Jones U.S. ETF Company 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.