Summit X LLC Has $2.31 Million Position in iShares Core High Dividend ETF (NYSEARCA:HDV)

Summit X LLC reduced its position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 22.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,550 shares of the exchange traded fund’s stock after selling 5,832 shares during the quarter. Summit X LLC’s holdings in iShares Core High Dividend ETF were worth $2,307,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Axxcess Wealth Management LLC increased its position in iShares Core High Dividend ETF by 114.4% during the third quarter. Axxcess Wealth Management LLC now owns 17,876 shares of the exchange traded fund’s stock worth $2,103,000 after buying an additional 9,540 shares during the last quarter. Tyler Stone Wealth Management lifted its stake in shares of iShares Core High Dividend ETF by 100.3% in the third quarter. Tyler Stone Wealth Management now owns 2,980 shares of the exchange traded fund’s stock valued at $351,000 after buying an additional 1,492 shares during the period. Patten & Patten Inc. TN lifted its stake in shares of iShares Core High Dividend ETF by 12.1% in the third quarter. Patten & Patten Inc. TN now owns 7,295 shares of the exchange traded fund’s stock valued at $858,000 after buying an additional 790 shares during the period. Nations Financial Group Inc. IA ADV raised its position in iShares Core High Dividend ETF by 4.0% in the third quarter. Nations Financial Group Inc. IA ADV now owns 18,641 shares of the exchange traded fund’s stock worth $2,193,000 after purchasing an additional 712 shares in the last quarter. Finally, First Heartland Consultants Inc. raised its position in iShares Core High Dividend ETF by 3.4% in the third quarter. First Heartland Consultants Inc. now owns 7,910 shares of the exchange traded fund’s stock worth $930,000 after purchasing an additional 263 shares in the last quarter.

iShares Core High Dividend ETF Stock Down 1.5 %

NYSEARCA:HDV opened at $118.94 on Wednesday. The firm has a market capitalization of $10.96 billion, a PE ratio of 19.77 and a beta of 0.82. The firm has a 50-day moving average price of $115.99 and a 200 day moving average price of $116.96. iShares Core High Dividend ETF has a 12-month low of $105.65 and a 12-month high of $122.50.

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.