JFS Wealth Advisors LLC Buys New Stake in iShares Trust (HDV)

JFS Wealth Advisors LLC bought a new position in iShares Trust (NYSEARCA:HDV) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 4,912 shares of the exchange traded fund’s stock, valued at approximately $422,000.

Other institutional investors have also bought and sold shares of the company. M&R Capital Management Inc. grew its holdings in shares of iShares Trust by 214.3% in the second 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 period. Benchmark Capital Advisors bought a new stake in shares of iShares Trust in the third quarter worth $206,000. Murphy Capital Management Inc. bought a new stake in shares of iShares Trust in the third quarter worth $209,000. BerganKDV Wealth Management LLC bought a new stake in shares of iShares Trust in the third quarter worth $214,000. Finally, Formidable Asset Management LLC bought a new stake in shares of iShares Trust in the second quarter worth $224,000.

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Shares of iShares Trust (HDV) opened at $86.17 on Friday. iShares Trust has a fifty-two week low of $79.24 and a fifty-two week high of $87.24.

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

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