Asset Dedication LLC lifted its holdings in iShares Trust (NYSEARCA:HDV) by 11.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,188 shares of the exchange traded fund’s stock after purchasing an additional 848 shares during the quarter. Asset Dedication LLC’s holdings in iShares Trust were worth $738,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Steward Partners Investment Advisory LLC purchased a new position in iShares Trust in the 3rd quarter worth $173,000. M&R Capital Management Inc. raised its stake in iShares Trust by 214.3% in the 2nd quarter. M&R Capital Management Inc. now owns 2,200 shares of the exchange traded fund’s stock worth $184,000 after acquiring an additional 1,500 shares during the last quarter. NewFocus Financial Group LLC purchased a new position in iShares Trust in the 3rd quarter worth $202,000. Benchmark Capital Advisors purchased a new position in iShares Trust in the 3rd quarter worth $206,000. Finally, Murphy Capital Management Inc. purchased a new position in iShares Trust in the 3rd quarter worth $209,000.

iShares Trust (NYSEARCA HDV) opened at $91.16 on Wednesday. iShares Trust has a 52 week low of $81.10 and a 52 week high of $91.73.

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 26th. Investors of record on Wednesday, December 20th were paid a $0.7763 dividend. This is a positive change from iShares Trust’s previous quarterly dividend of $0.73. The ex-dividend date was Tuesday, December 19th. This represents a $3.11 dividend on an annualized basis and a yield of 3.41%.

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

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