WorthPointe LLC Purchases New Position in iShares Core High Dividend ETF $HDV

WorthPointe LLC acquired a new position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 23,276 shares of the exchange traded fund’s stock, valued at approximately $638,000.

A number of other institutional investors also recently made changes to their positions in HDV. Kestra Private Wealth Services LLC grew its position in shares of iShares Core High Dividend ETF by 0.6% in the first quarter. Kestra Private Wealth Services LLC now owns 13,404 shares of the exchange traded fund’s stock valued at $1,819,000 after purchasing an additional 80 shares during the last quarter. Plan A Wealth LLC lifted its holdings in iShares Core High Dividend ETF by 4.7% during the 4th quarter. Plan A Wealth LLC now owns 1,893 shares of the exchange traded fund’s stock worth $230,000 after purchasing an additional 85 shares during the last quarter. Straight Path Wealth Management lifted its holdings in iShares Core High Dividend ETF by 1.0% during the 4th quarter. Straight Path Wealth Management now owns 9,112 shares of the exchange traded fund’s stock worth $1,108,000 after purchasing an additional 93 shares during the last quarter. Rakuten Securities Inc. boosted its stake in iShares Core High Dividend ETF by 101.9% in the 2nd quarter. Rakuten Securities Inc. now owns 216 shares of the exchange traded fund’s stock valued at $25,000 after purchasing an additional 109 shares during the period. Finally, Wellspring Financial Advisors LLC boosted its stake in iShares Core High Dividend ETF by 1.0% in the 4th quarter. Wellspring Financial Advisors LLC now owns 12,117 shares of the exchange traded fund’s stock valued at $1,474,000 after purchasing an additional 121 shares during the period.

iShares Core High Dividend ETF Price Performance

Shares of NYSEARCA HDV opened at $29.75 on Thursday. The stock’s fifty day moving average price is $28.67 and its two-hundred day moving average price is $27.73. iShares Core High Dividend ETF has a one year low of $23.51 and a one year high of $30.13. The firm has a market cap of $15.36 billion, a price-to-earnings ratio of 18.55 and a beta of 0.52.

iShares Core High Dividend ETF Company 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.