TrinityPoint Wealth LLC Lowers Stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

TrinityPoint Wealth LLC reduced its stake in shares of iShares Dow Jones U.S. ETF (NYSEARCA:IYY) by 5.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,946 shares of the company’s stock after selling 994 shares during the quarter. TrinityPoint Wealth LLC owned approximately 0.13% of iShares Dow Jones U.S. ETF worth $2,711,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. JPMorgan Chase & Co. raised its holdings in shares of iShares Dow Jones U.S. ETF by 1.3% in the third quarter. JPMorgan Chase & Co. now owns 12,525 shares of the company’s stock valued at $1,748,000 after acquiring an additional 155 shares in the last quarter. Procyon Advisors LLC raised its holdings in shares of iShares Dow Jones U.S. ETF by 60.8% in the fourth quarter. Procyon Advisors LLC now owns 2,412 shares of the company’s stock valued at $345,000 after acquiring an additional 912 shares in the last quarter. Finley Financial LLC bought a new stake in shares of iShares Dow Jones U.S. ETF in the fourth quarter valued at about $2,592,000. Westside Investment Management Inc. raised its holdings in shares of iShares Dow Jones U.S. ETF by 19.2% in the fourth quarter. Westside Investment Management Inc. now owns 2,795 shares of the company’s stock valued at $400,000 after acquiring an additional 450 shares in the last quarter. Finally, Sharp Financial Services LLC raised its holdings in shares of iShares Dow Jones U.S. ETF by 3.7% in the fourth quarter. Sharp Financial Services LLC now owns 137,610 shares of the company’s stock valued at $19,691,000 after acquiring an additional 4,862 shares in the last quarter.

iShares Dow Jones U.S. ETF Price Performance

IYY stock opened at $145.01 on Friday. The business has a 50-day moving average price of $134.32 and a 200 day moving average price of $141.60. The company has a market capitalization of $2.35 billion, a P/E ratio of 24.35 and a beta of 1.03. iShares Dow Jones U.S. ETF has a 1-year low of $116.99 and a 1-year high of $149.87.

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.