BerganKDV Wealth Management LLC acquired a new stake in iShares Trust (NYSEARCA:HDV) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,493 shares of the exchange traded fund’s stock, valued at approximately $214,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in HDV. Investment Partners Ltd. OH ADV increased its position in shares of iShares Trust by 5.2% in the 2nd quarter. Investment Partners Ltd. OH ADV now owns 13,223 shares of the exchange traded fund’s stock valued at $1,099,000 after buying an additional 657 shares in the last quarter. MCF Advisors LLC boosted its stake in shares of iShares Trust by 1.2% during the 2nd quarter. MCF Advisors LLC now owns 14,071 shares of the exchange traded fund’s stock worth $1,170,000 after buying an additional 167 shares during the last quarter. Smith Salley & Associates boosted its stake in shares of iShares Trust by 39.0% during the 2nd quarter. Smith Salley & Associates now owns 4,355 shares of the exchange traded fund’s stock worth $362,000 after buying an additional 1,223 shares during the last quarter. Northeast Financial Consultants Inc boosted its stake in shares of iShares Trust by 3.9% during the 2nd quarter. Northeast Financial Consultants Inc now owns 27,886 shares of the exchange traded fund’s stock worth $2,318,000 after buying an additional 1,036 shares during the last quarter. Finally, First Heartland Consultants Inc. boosted its stake in shares of iShares Trust by 8.4% during the 2nd quarter. First Heartland Consultants Inc. now owns 5,663 shares of the exchange traded fund’s stock worth $471,000 after buying an additional 441 shares during the last quarter.

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iShares Trust (NYSEARCA:HDV) traded up 0.24% during trading on Friday, hitting $87.01. 184,743 shares of the stock were exchanged. The firm’s 50-day moving average is $85.88 and its 200 day moving average is $84.36. iShares Trust has a 52 week low of $77.86 and a 52 week high of $87.10.

The company also recently declared a quarterly dividend, which was paid on Friday, September 29th. Investors of record on Wednesday, September 27th were issued a dividend of $0.7317 per share. The ex-dividend date was Tuesday, September 26th. This is a boost from iShares Trust’s previous quarterly dividend of $0.72. This represents a $2.93 annualized dividend and a yield of 3.36%.

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Institutional Ownership by Quarter for iShares Trust (NYSEARCA:HDV)

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