Straight Path Wealth Management Buys 94 Shares of iShares Core High Dividend ETF (NYSEARCA:HDV)

Straight Path Wealth Management boosted its stake in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,411 shares of the exchange traded fund’s stock after buying an additional 94 shares during the quarter. iShares Core High Dividend ETF makes up 0.4% of Straight Path Wealth Management’s portfolio, making the stock its 27th largest position. Straight Path Wealth Management’s holdings in iShares Core High Dividend ETF were worth $1,056,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Raymond James Financial Inc. bought a new stake in shares of iShares Core High Dividend ETF in the 4th quarter valued at about $104,577,000. Atria Investments Inc raised its holdings in shares of iShares Core High Dividend ETF by 47.9% in the 4th quarter. Atria Investments Inc now owns 111,228 shares of the exchange traded fund’s stock valued at $12,486,000 after purchasing an additional 36,006 shares in the last quarter. Assetmark Inc. raised its holdings in shares of iShares Core High Dividend ETF by 745.8% in the 4th quarter. Assetmark Inc. now owns 2,199 shares of the exchange traded fund’s stock valued at $247,000 after purchasing an additional 1,939 shares in the last quarter. Synergy Investment Management LLC bought a new stake in shares of iShares Core High Dividend ETF in the 4th quarter valued at about $52,000. Finally, Patten Group Inc. raised its holdings in shares of iShares Core High Dividend ETF by 22.8% in the 4th quarter. Patten Group Inc. now owns 9,668 shares of the exchange traded fund’s stock valued at $1,085,000 after purchasing an additional 1,798 shares in the last quarter.

iShares Core High Dividend ETF Stock Performance

NYSEARCA:HDV opened at $118.60 on Thursday. iShares Core High Dividend ETF has a one year low of $105.65 and a one year high of $121.70. The firm has a market cap of $10.93 billion, a P/E ratio of 19.77 and a beta of 0.82. The firm has a 50-day simple moving average of $115.40 and a 200-day simple moving average of $116.85.

iShares Core High Dividend ETF Profile

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.