iShares Trust (HDV) Position Lifted by Keystone Financial Planning Inc.
Keystone Financial Planning Inc. increased its holdings in shares of iShares Trust (NYSEARCA:HDV) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 71,257 shares of the exchange traded fund’s stock after buying an additional 3,051 shares during the quarter. iShares Trust accounts for about 3.5% of Keystone Financial Planning Inc.’s portfolio, making the stock its 10th largest position. Keystone Financial Planning Inc.’s holdings in iShares Trust were worth $6,125,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. M&R Capital Management Inc. grew its stake in iShares Trust by 214.3% during the 2nd quarter. M&R Capital Management Inc. now owns 2,200 shares of the exchange traded fund’s stock valued at $184,000 after purchasing an additional 1,500 shares during the last quarter. NewFocus Financial Group LLC purchased a new stake in iShares Trust during the 3rd quarter valued at about $202,000. Benchmark Capital Advisors purchased a new stake in iShares Trust during the 3rd quarter valued at about $206,000. Murphy Capital Management Inc. purchased a new stake in iShares Trust during the 3rd quarter valued at about $209,000. Finally, BerganKDV Wealth Management LLC purchased a new stake in iShares Trust during the 3rd quarter valued at about $214,000.
iShares Trust (HDV) traded down $0.27 during trading on Friday, reaching $85.90. The company’s stock had a trading volume of 46,448 shares. iShares Trust has a twelve month low of $79.24 and a twelve month high of $87.24.
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