Kapstone Financial Advisors LLC Sells 1,655 Shares of iShares Core High Dividend ETF (NYSEARCA:HDV)

Kapstone Financial Advisors LLC trimmed its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 103,228 shares of the exchange traded fund’s stock after selling 1,655 shares during the quarter. iShares Core High Dividend ETF accounts for about 6.5% of Kapstone Financial Advisors LLC’s portfolio, making the stock its 4th biggest holding. Kapstone Financial Advisors LLC’s holdings in iShares Core High Dividend ETF were worth $11,817,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in HDV. Synergy Investment Management LLC bought a new stake in shares of iShares Core High Dividend ETF during the 4th quarter worth $52,000. Patten Group Inc. lifted its holdings in shares of iShares Core High Dividend ETF by 22.8% during the fourth 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 during the last quarter. Tacita Capital Inc boosted its position in shares of iShares Core High Dividend ETF by 7.5% in the 4th quarter. Tacita Capital Inc now owns 6,829 shares of the exchange traded fund’s stock valued at $767,000 after purchasing an additional 474 shares during the period. Kelly Financial Group LLC acquired a new position in shares of iShares Core High Dividend ETF in the 4th quarter valued at $326,000. Finally, SBI Securities Co. Ltd. purchased a new position in iShares Core High Dividend ETF in the 4th quarter worth about $26,271,000.

iShares Core High Dividend ETF Trading Down 0.2 %

HDV stock opened at $120.44 on Tuesday. iShares Core High Dividend ETF has a one year low of $105.47 and a one year high of $121.70. The firm has a 50-day moving average of $115.16 and a two-hundred day moving average of $116.81. The firm has a market capitalization of $11.10 billion, a PE ratio of 19.77 and a beta of 0.82.

About iShares Core High Dividend ETF

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.