Rothschild Wealth LLC bought a new position in iShares Dow Jones U.S. ETF (NYSEARCA:IYY – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 78,127 shares of the company’s stock, valued at approximately $12,954,000. iShares Dow Jones U.S. ETF makes up about 1.2% of Rothschild Wealth LLC’s investment portfolio, making the stock its 14th biggest position. Rothschild Wealth LLC owned 0.47% of iShares Dow Jones U.S. ETF at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Sharp Wealth Advisory LLC raised its holdings in shares of iShares Dow Jones U.S. ETF by 5.3% in the 4th quarter. Sharp Wealth Advisory LLC now owns 174,850 shares of the company’s stock worth $28,992,000 after purchasing an additional 8,741 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of iShares Dow Jones U.S. ETF by 2.1% in the 3rd quarter. Bank of America Corp DE now owns 111,877 shares of the company’s stock worth $18,177,000 after purchasing an additional 2,267 shares in the last quarter. Raymond James Financial Inc. raised its holdings in shares of iShares Dow Jones U.S. ETF by 15.9% in the 2nd quarter. Raymond James Financial Inc. now owns 100,896 shares of the company’s stock worth $15,223,000 after purchasing an additional 13,845 shares in the last quarter. Apella Capital LLC bought a new stake in shares of iShares Dow Jones U.S. ETF in the 4th quarter worth approximately $14,236,000. Finally, Ameriprise Financial Inc. raised its holdings in shares of iShares Dow Jones U.S. ETF by 159.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 70,208 shares of the company’s stock worth $10,592,000 after purchasing an additional 43,127 shares in the last quarter.
iShares Dow Jones U.S. ETF Price Performance
NYSEARCA IYY opened at $183.80 on Monday. The company’s 50 day simple moving average is $170.97 and its 200 day simple moving average is $167.83. iShares Dow Jones U.S. ETF has a 12 month low of $142.35 and a 12 month high of $184.17. The company has a market capitalization of $3.01 billion, a P/E ratio of 25.52 and a beta of 1.01.
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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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