Heritage Oak Wealth Advisors LLC Buys New Holdings in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

by · The Cerbat Gem

Heritage Oak Wealth Advisors LLC acquired a new position in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYYFree Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 9,097 shares of the company’s stock, valued at approximately $1,270,000. Heritage Oak Wealth Advisors LLC owned 0.06% of iShares Dow Jones U.S. ETF as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the company. Thomasville National Bank lifted its holdings in iShares Dow Jones U.S. ETF by 0.6% during the 3rd quarter. Thomasville National Bank now owns 12,422 shares of the company’s stock valued at $1,734,000 after buying an additional 71 shares in the last quarter. Mine & Arao Wealth Creation & Management LLC. raised its position in shares of iShares Dow Jones U.S. ETF by 1.1% in the 2nd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 11,274 shares of the company’s stock worth $1,492,000 after acquiring an additional 118 shares in the last quarter. Westside Investment Management Inc. lifted its stake in shares of iShares Dow Jones U.S. ETF by 6.8% during the 1st quarter. Westside Investment Management Inc. now owns 2,345 shares of the company’s stock worth $300,000 after purchasing an additional 150 shares during the last quarter. Founders Financial Securities LLC boosted its position in iShares Dow Jones U.S. ETF by 4.0% during the first quarter. Founders Financial Securities LLC now owns 6,873 shares of the company’s stock valued at $880,000 after purchasing an additional 267 shares in the last quarter. Finally, Cambridge Investment Research Advisors Inc. grew its stake in iShares Dow Jones U.S. ETF by 1.9% in the second quarter. Cambridge Investment Research Advisors Inc. now owns 15,841 shares of the company’s stock valued at $2,096,000 after purchasing an additional 297 shares during the last quarter.

iShares Dow Jones U.S. ETF Stock Up 0.7 %

Shares of iShares Dow Jones U.S. ETF stock traded up $1.01 during trading on Friday, reaching $142.04. The company’s stock had a trading volume of 7,538 shares, compared to its average volume of 33,893. The company has a market cap of $2.12 billion, a price-to-earnings ratio of 25.62 and a beta of 1.02. The company has a 50-day simple moving average of $137.74 and a two-hundred day simple moving average of $132.39. iShares Dow Jones U.S. ETF has a 1-year low of $99.61 and a 1-year high of $142.66.

About iShares Dow Jones U.S. ETF

(Free Report)

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.

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