iShares Dow Jones U.S. ETF (NYSEARCA:IYY) Stake Raised by EP Wealth Advisors LLC

EP Wealth Advisors LLC raised its holdings in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 44.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,908 shares of the company’s stock after acquiring an additional 7,090 shares during the quarter. EP Wealth Advisors LLC owned 0.15% of iShares Dow Jones U.S. ETF worth $3,278,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. Ameriprise Financial Inc. boosted its position in shares of iShares Dow Jones U.S. ETF by 577.2% in the 4th quarter. Ameriprise Financial Inc. now owns 149,385 shares of the company’s stock valued at $21,375,000 after purchasing an additional 127,327 shares during the period. Siligmueller & Norvid Wealth Advisors LLC purchased a new position in shares of iShares Dow Jones U.S. ETF in the fourth quarter worth approximately $12,971,000. Raymond James Financial Inc. acquired a new stake in shares of iShares Dow Jones U.S. ETF during the fourth quarter valued at approximately $10,979,000. Ibex Wealth Advisors purchased a new stake in shares of iShares Dow Jones U.S. ETF in the 4th quarter valued at approximately $4,606,000. Finally, Essential Planning LLC. purchased a new position in iShares Dow Jones U.S. ETF during the 4th quarter worth approximately $3,925,000.

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

IYY opened at $137.75 on Friday. The firm has a market capitalization of $2.23 billion, a P/E ratio of 24.35 and a beta of 1.03. The stock has a fifty day moving average of $133.88 and a 200-day moving average of $141.54. iShares Dow Jones U.S. ETF has a 12-month low of $116.99 and a 12-month high of $149.87.

About iShares Dow Jones U.S. ETF

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.