Valeo Financial Advisors LLC Has $3.16 Million Stock Holdings in iShares Core High Dividend ETF $HDV

Valeo Financial Advisors LLC trimmed its holdings in shares of iShares Core High Dividend ETF (NYSEARCA:HDV) by 85.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 26,945 shares of the exchange traded fund’s stock after selling 155,006 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Core High Dividend ETF were worth $3,157,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in HDV. South Plains Financial Inc. raised its position in iShares Core High Dividend ETF by 3.7% in the first quarter. South Plains Financial Inc. now owns 2,545 shares of the exchange traded fund’s stock worth $308,000 after purchasing an additional 90 shares in the last quarter. Jaffetilchin Investment Partners LLC boosted its holdings in iShares Core High Dividend ETF by 0.6% during the second quarter. Jaffetilchin Investment Partners LLC now owns 14,822 shares of the exchange traded fund’s stock valued at $1,737,000 after purchasing an additional 91 shares in the last quarter. Accel Wealth Management grew its stake in shares of iShares Core High Dividend ETF by 6.0% in the 2nd quarter. Accel Wealth Management now owns 1,770 shares of the exchange traded fund’s stock valued at $207,000 after purchasing an additional 100 shares during the period. Jackson Grant Investment Advisers Inc. raised its holdings in shares of iShares Core High Dividend ETF by 0.8% in the 2nd quarter. Jackson Grant Investment Advisers Inc. now owns 13,616 shares of the exchange traded fund’s stock worth $1,595,000 after buying an additional 105 shares in the last quarter. Finally, Novem Group raised its holdings in shares of iShares Core High Dividend ETF by 5.3% in the 2nd quarter. Novem Group now owns 2,097 shares of the exchange traded fund’s stock worth $246,000 after buying an additional 106 shares in the last quarter.

iShares Core High Dividend ETF Price Performance

iShares Core High Dividend ETF stock opened at $123.44 on Tuesday. The business has a 50 day simple moving average of $121.58 and a 200 day simple moving average of $120.49. The company has a market capitalization of $11.67 billion, a PE ratio of 18.55 and a beta of 0.64. iShares Core High Dividend ETF has a one year low of $106.00 and a one year high of $124.19.

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.