Concurrent Investment Advisors LLC Purchases 2,415 Shares of iShares Core High Dividend ETF (NYSEARCA:HDV)

Concurrent Investment Advisors LLC lifted its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 88.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,135 shares of the exchange traded fund’s stock after acquiring an additional 2,415 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Core High Dividend ETF were worth $576,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in HDV. Roman Butler Fullerton & Co. lifted its stake in iShares Core High Dividend ETF by 2.4% in the 4th quarter. Roman Butler Fullerton & Co. now owns 3,819 shares of the exchange traded fund’s stock valued at $442,000 after purchasing an additional 88 shares during the last quarter. Vicus Capital lifted its stake in iShares Core High Dividend ETF by 2.2% in the 4th quarter. Vicus Capital now owns 4,467 shares of the exchange traded fund’s stock valued at $501,000 after purchasing an additional 95 shares during the last quarter. Straight Path Wealth Management lifted its stake in iShares Core High Dividend ETF by 1.1% in the 3rd quarter. Straight Path Wealth Management now owns 9,317 shares of the exchange traded fund’s stock valued at $1,096,000 after purchasing an additional 97 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its stake in iShares Core High Dividend ETF by 28.7% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 435 shares of the exchange traded fund’s stock valued at $49,000 after purchasing an additional 97 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC lifted its stake in iShares Core High Dividend ETF by 7.0% in the 4th quarter. GPS Wealth Strategies Group LLC now owns 1,516 shares of the exchange traded fund’s stock valued at $170,000 after purchasing an additional 99 shares during the last quarter.

iShares Core High Dividend ETF Price Performance

Shares of NYSEARCA:HDV opened at $120.37 on Tuesday. The company has a market cap of $11.09 billion, a price-to-earnings ratio of 19.77 and a beta of 0.82. The firm has a 50 day simple moving average of $114.34 and a 200 day simple moving average of $116.61. iShares Core High Dividend ETF has a one year low of $105.02 and a one year high of $121.70.

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.