iShares Core High Dividend ETF $HDV Shares Sold by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC trimmed its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV) by 8.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,712 shares of the exchange traded fund’s stock after selling 648 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in iShares Core High Dividend ETF were worth $786,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Patten & Patten Inc. TN lifted its holdings in iShares Core High Dividend ETF by 3.6% in the first quarter. Patten & Patten Inc. TN now owns 7,510 shares of the exchange traded fund’s stock valued at $910,000 after acquiring an additional 260 shares during the period. Vision Capital Management Inc. acquired a new stake in shares of iShares Core High Dividend ETF during the 2nd quarter worth approximately $210,000. Lodestar Private Asset Management LLC increased its holdings in shares of iShares Core High Dividend ETF by 30.9% during the 2nd quarter. Lodestar Private Asset Management LLC now owns 3,579 shares of the exchange traded fund’s stock valued at $419,000 after purchasing an additional 844 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in shares of iShares Core High Dividend ETF in the 2nd quarter valued at $88,000. Finally, Novem Group boosted its holdings in iShares Core High Dividend ETF by 5.3% during the second quarter. Novem Group now owns 2,097 shares of the exchange traded fund’s stock worth $246,000 after buying an additional 106 shares in the last quarter.

iShares Core High Dividend ETF Stock Performance

HDV opened at $122.26 on Monday. iShares Core High Dividend ETF has a fifty-two week low of $106.00 and a fifty-two week high of $124.03. The company has a fifty day moving average of $121.35 and a two-hundred day moving average of $119.42. The stock has a market capitalization of $11.55 billion, a price-to-earnings ratio of 18.55 and a beta of 0.64.

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.