Mosaic Family Wealth Partners LLC Has $1.01 Million Stake in iShares Core High Dividend ETF (NYSEARCA:HDV)

Mosaic Family Wealth Partners LLC boosted its position in iShares Core High Dividend ETF (NYSEARCA:HDV) by 2.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,160 shares of the exchange traded fund’s stock after buying an additional 229 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in iShares Core High Dividend ETF were worth $1,010,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of HDV. Stonegate Investment Group LLC acquired a new position in shares of iShares Core High Dividend ETF during the fourth quarter valued at about $202,000. DAVENPORT & Co LLC raised its holdings in shares of iShares Core High Dividend ETF by 10.4% during the fourth quarter. DAVENPORT & Co LLC now owns 3,357 shares of the exchange traded fund’s stock valued at $342,000 after purchasing an additional 317 shares during the period. Straight Path Wealth Management raised its holdings in shares of iShares Core High Dividend ETF by 2.1% during the fourth quarter. Straight Path Wealth Management now owns 16,298 shares of the exchange traded fund’s stock valued at $1,662,000 after purchasing an additional 331 shares during the period. Private Trust Co. NA raised its holdings in shares of iShares Core High Dividend ETF by 3.7% during the fourth quarter. Private Trust Co. NA now owns 6,236 shares of the exchange traded fund’s stock valued at $636,000 after purchasing an additional 223 shares during the period. Finally, SteelPeak Wealth LLC acquired a new position in shares of iShares Core High Dividend ETF during the fourth quarter valued at about $5,648,000.

iShares Core High Dividend ETF Stock Performance

Shares of NYSEARCA HDV traded down $0.17 during trading on Friday, hitting $114.37. 487,668 shares of the company traded hands, compared to its average volume of 447,440. The business’s fifty day moving average is $109.81 and its 200 day moving average is $108.02. iShares Core High Dividend ETF has a fifty-two week low of $93.46 and a fifty-two week high of $115.87. The firm has a market capitalization of $10.80 billion, a price-to-earnings ratio of 13.82 and a beta of 0.55.

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.