Bernardo Wealth Planning LLC Cuts Holdings in iShares Core High Dividend ETF (NYSEARCA:HDV)

Bernardo Wealth Planning LLC lowered its position in iShares Core High Dividend ETF (NYSEARCA:HDV) by 20.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,402 shares of the exchange traded fund’s stock after selling 5,270 shares during the period. iShares Core High Dividend ETF comprises approximately 0.5% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its 28th biggest position. Bernardo Wealth Planning LLC’s holdings in iShares Core High Dividend ETF were worth $2,262,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Orion Portfolio Solutions LLC boosted its position in iShares Core High Dividend ETF by 372.6% during the third quarter. Orion Portfolio Solutions LLC now owns 479,666 shares of the exchange traded fund’s stock worth $56,418,000 after purchasing an additional 378,179 shares in the last quarter. International Assets Investment Management LLC increased its holdings in iShares Core High Dividend ETF by 13,316.2% in the 3rd quarter. International Assets Investment Management LLC now owns 281,875 shares of the exchange traded fund’s stock worth $33,154,000 after acquiring an additional 279,774 shares in the last quarter. LPL Financial LLC raised its position in iShares Core High Dividend ETF by 13.7% during the third quarter. LPL Financial LLC now owns 2,236,027 shares of the exchange traded fund’s stock worth $263,001,000 after acquiring an additional 268,992 shares during the period. World Investment Advisors LLC purchased a new position in iShares Core High Dividend ETF during the third quarter valued at $28,952,000. Finally, Principal Securities Inc. increased its stake in shares of iShares Core High Dividend ETF by 705.5% during the third quarter. Principal Securities Inc. now owns 192,255 shares of the exchange traded fund’s stock worth $22,613,000 after purchasing an additional 168,388 shares in the last quarter.

iShares Core High Dividend ETF Trading Up 0.5 %

Shares of iShares Core High Dividend ETF stock opened at $114.90 on Friday. iShares Core High Dividend ETF has a twelve month low of $101.06 and a twelve month high of $121.70. The firm’s 50-day moving average price is $115.71 and its 200 day moving average price is $115.75. The firm has a market capitalization of $10.85 billion, a PE 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.