Base Wealth Management LLC Has $8.36 Million Stake in iShares Core High Dividend ETF $HDV

Base Wealth Management LLC boosted its stake in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 9.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 68,775 shares of the exchange traded fund’s stock after acquiring an additional 5,776 shares during the quarter. iShares Core High Dividend ETF accounts for about 4.5% of Base Wealth Management LLC’s investment portfolio, making the stock its 8th largest holding. Base Wealth Management LLC owned approximately 0.07% of iShares Core High Dividend ETF worth $8,364,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. JB Capital LLC boosted its stake in shares of iShares Core High Dividend ETF by 3.2% during the fourth quarter. JB Capital LLC now owns 9,159 shares of the exchange traded fund’s stock valued at $1,114,000 after purchasing an additional 281 shares during the period. Accel Wealth Management grew its holdings in shares of iShares Core High Dividend ETF by 9.0% in the fourth quarter. Accel Wealth Management now owns 1,907 shares of the exchange traded fund’s stock worth $232,000 after purchasing an additional 157 shares during the last quarter. J2 Capital Management Inc increased its stake in shares of iShares Core High Dividend ETF by 40.8% in the fourth quarter. J2 Capital Management Inc now owns 46,514 shares of the exchange traded fund’s stock worth $5,657,000 after buying an additional 13,479 shares during the period. Chatterton & Associates Inc. purchased a new position in shares of iShares Core High Dividend ETF in the fourth quarter worth $546,000. Finally, Jackson Wealth Management LLC raised its holdings in iShares Core High Dividend ETF by 5.3% during the 4th quarter. Jackson Wealth Management LLC now owns 29,417 shares of the exchange traded fund’s stock valued at $3,577,000 after buying an additional 1,473 shares during the last quarter.

iShares Core High Dividend ETF Price Performance

Shares of HDV opened at $133.99 on Monday. The stock has a market capitalization of $13.37 billion, a P/E ratio of 18.55 and a beta of 0.64. The firm has a fifty day simple moving average of $135.69 and a two-hundred day simple moving average of $126.98. iShares Core High Dividend ETF has a twelve month low of $106.00 and a twelve month high of $140.89.

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.