Money Concepts Capital Corp Has $4.75 Million Stake in iShares Dow Jones U.S. ETF $IYY

Money Concepts Capital Corp lifted its stake in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 11.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 28,630 shares of the company’s stock after buying an additional 2,983 shares during the quarter. Money Concepts Capital Corp’s holdings in iShares Dow Jones U.S. ETF were worth $4,747,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Sharp Wealth Advisory LLC grew its position in shares of iShares Dow Jones U.S. ETF by 5.3% during the 4th quarter. Sharp Wealth Advisory LLC now owns 174,850 shares of the company’s stock worth $28,992,000 after buying an additional 8,741 shares during the period. Sharp Financial Services LLC acquired a new stake in shares of iShares Dow Jones U.S. ETF during the 3rd quarter worth approximately $26,989,000. Bank of America Corp DE grew its position in shares of iShares Dow Jones U.S. ETF by 2.1% during the 3rd quarter. Bank of America Corp DE now owns 111,877 shares of the company’s stock worth $18,177,000 after buying an additional 2,267 shares during the period. Raymond James Financial Inc. grew its position in shares of iShares Dow Jones U.S. ETF by 15.9% during the 2nd quarter. Raymond James Financial Inc. now owns 100,896 shares of the company’s stock worth $15,223,000 after buying an additional 13,845 shares during the period. Finally, Apella Capital LLC acquired a new stake in shares of iShares Dow Jones U.S. ETF during the 4th quarter worth approximately $14,236,000.

iShares Dow Jones U.S. ETF Stock Up 0.2%

Shares of IYY stock opened at $179.58 on Tuesday. The company has a market cap of $2.94 billion, a price-to-earnings ratio of 25.52 and a beta of 1.01. iShares Dow Jones U.S. ETF has a 52 week low of $140.22 and a 52 week high of $179.95. The firm has a 50 day moving average of $166.31 and a 200-day moving average of $166.30.

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.