Guided Capital Wealth Management LLC Buys New Stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY)

Guided Capital Wealth Management LLC bought a new stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,738 shares of the company’s stock, valued at approximately $249,000. iShares Dow Jones U.S. ETF accounts for about 0.2% of Guided Capital Wealth Management LLC’s portfolio, making the stock its 28th biggest position.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Silver Oak Advisory Group Inc. boosted its position in iShares Dow Jones U.S. ETF by 2.9% in the third quarter. Silver Oak Advisory Group Inc. now owns 2,752 shares of the company’s stock valued at $384,000 after buying an additional 78 shares in the last quarter. National Bank of Canada FI boosted its position in iShares Dow Jones U.S. ETF by 1.6% in the third quarter. National Bank of Canada FI now owns 7,082 shares of the company’s stock valued at $989,000 after buying an additional 112 shares in the last quarter. Thomasville National Bank boosted its position in iShares Dow Jones U.S. ETF by 1.2% in the fourth quarter. Thomasville National Bank now owns 12,567 shares of the company’s stock valued at $1,798,000 after buying an additional 145 shares in the last quarter. JPMorgan Chase & Co. boosted its position in 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 buying an additional 155 shares in the last quarter. Finally, Watts Gwilliam & Co. LLC boosted its position in iShares Dow Jones U.S. ETF by 6.8% in the fourth quarter. Watts Gwilliam & Co. LLC now owns 3,200 shares of the company’s stock valued at $460,000 after buying an additional 205 shares in the last quarter.

iShares Dow Jones U.S. ETF Price Performance

NYSEARCA:IYY opened at $148.03 on Wednesday. The firm has a market cap of $2.21 billion, a PE ratio of 25.62 and a beta of 1.02. iShares Dow Jones U.S. ETF has a 12 month low of $119.89 and a 12 month high of $149.40. The company’s 50-day moving average price is $146.22 and its two-hundred day moving average price is $141.24.

iShares Dow Jones U.S. ETF 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.