Morton Brown Family Wealth LLC trimmed its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,600 shares of the exchange traded fund’s stock after selling 1,343 shares during the quarter. iShares Core High Dividend ETF accounts for approximately 0.9% of Morton Brown Family Wealth LLC’s portfolio, making the stock its 17th largest holding. Morton Brown Family Wealth LLC’s holdings in iShares Core High Dividend ETF were worth $2,649,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also made changes to their positions in the company. Roman Butler Fullerton & Co. lifted its stake in shares of iShares Core High Dividend ETF by 2.4% during the fourth quarter. Roman Butler Fullerton & Co. now owns 3,819 shares of the exchange traded fund’s stock valued at $442,000 after buying an additional 88 shares during the period. Vicus Capital lifted its stake in shares of iShares Core High Dividend ETF by 2.2% during the fourth quarter. Vicus Capital now owns 4,467 shares of the exchange traded fund’s stock valued at $501,000 after buying an additional 95 shares during the period. Straight Path Wealth Management lifted its stake in shares of iShares Core High Dividend ETF by 1.1% during the third quarter. Straight Path Wealth Management now owns 9,317 shares of the exchange traded fund’s stock valued at $1,096,000 after buying an additional 97 shares during the period. Thurston Springer Miller Herd & Titak Inc. raised its stake in iShares Core High Dividend ETF by 28.7% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 435 shares of the exchange traded fund’s stock worth $49,000 after purchasing an additional 97 shares during the period. Finally, GPS Wealth Strategies Group LLC raised its stake in iShares Core High Dividend ETF by 7.0% during the fourth quarter. GPS Wealth Strategies Group LLC now owns 1,516 shares of the exchange traded fund’s stock worth $170,000 after purchasing an additional 99 shares during the period.
iShares Core High Dividend ETF Stock Down 0.4 %
NYSEARCA:HDV opened at $116.71 on Tuesday. The firm’s 50 day moving average is $114.06 and its two-hundred day moving average is $116.39. iShares Core High Dividend ETF has a fifty-two week low of $103.11 and a fifty-two week high of $121.70. The company has a market cap of $11.02 billion, a P/E ratio of 13.82 and a beta of 0.55.
About iShares Core High Dividend ETF
The iShares Core High Dividend ETF (HDV) is an exchange-traded fund that is based on the Morningstar Dividend Yield Focus index. The fund tracks a dividend-weighted index of 75 high-yielding US equities, screened for high earnings potential and dividend sustainability. HDV was launched on Mar 29, 2011 and is managed by BlackRock.
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