Base Wealth Management LLC Cuts Stake in iShares Core High Dividend ETF $HDV

Base Wealth Management LLC decreased its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV) by 14.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,999 shares of the exchange traded fund’s stock after selling 10,339 shares during the period. iShares Core High Dividend ETF comprises approximately 4.4% of Base Wealth Management LLC’s holdings, making the stock its 9th largest holding. Base Wealth Management LLC’s holdings in iShares Core High Dividend ETF were worth $7,714,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Diversified Trust Co purchased a new position in iShares Core High Dividend ETF in the 3rd quarter worth about $369,000. American Financial & Tax Strategies Inc. grew its stake in iShares Core High Dividend ETF by 6.0% in the 3rd quarter. American Financial & Tax Strategies Inc. now owns 32,663 shares of the exchange traded fund’s stock worth $4,000,000 after acquiring an additional 1,857 shares in the last quarter. Bravias Capital Group LLC purchased a new position in shares of iShares Core High Dividend ETF during the third quarter worth approximately $410,000. Albion Financial Group UT raised its stake in shares of iShares Core High Dividend ETF by 4.2% during the third quarter. Albion Financial Group UT now owns 7,247 shares of the exchange traded fund’s stock valued at $887,000 after acquiring an additional 293 shares in the last quarter. Finally, Goldstone Financial Group LLC boosted its holdings in shares of iShares Core High Dividend ETF by 2.5% in the third quarter. Goldstone Financial Group LLC now owns 20,857 shares of the exchange traded fund’s stock valued at $2,554,000 after purchasing an additional 517 shares during the period.

iShares Core High Dividend ETF Stock Up 0.2%

Shares of NYSEARCA:HDV opened at $122.24 on Tuesday. The business’s 50 day moving average is $121.58 and its 200 day moving average is $120.83. The stock has a market cap of $11.55 billion, a P/E ratio of 18.55 and a beta of 0.64. iShares Core High Dividend ETF has a 52-week low of $106.00 and a 52-week high of $124.19.

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.