Avantax Advisory Services Inc. grew its stake in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) by 0.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 134,061 shares of the company’s stock after purchasing an additional 943 shares during the period. Avantax Advisory Services Inc. owned approximately 1.10% of iShares Morningstar Value ETF worth $10,856,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds also recently made changes to their positions in ILCV. Stratos Wealth Partners LTD. acquired a new position in iShares Morningstar Value ETF during the 4th quarter worth approximately $230,000. Barrett & Company Inc. raised its position in shares of iShares Morningstar Value ETF by 2.5% during the fourth quarter. Barrett & Company Inc. now owns 98,727 shares of the company’s stock worth $7,995,000 after purchasing an additional 2,376 shares during the period. JPMorgan Chase & Co. raised its position in shares of iShares Morningstar Value ETF by 9.2% during the third quarter. JPMorgan Chase & Co. now owns 144,983 shares of the company’s stock worth $11,918,000 after purchasing an additional 12,177 shares during the period. Woodard & Co. Asset Management Group Inc. ADV lifted its holdings in shares of iShares Morningstar Value ETF by 4,585.5% in the 4th quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 288,156 shares of the company’s stock worth $23,335,000 after purchasing an additional 282,006 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in iShares Morningstar Value ETF by 77.6% in the 4th quarter. Geneos Wealth Management Inc. now owns 1,900 shares of the company’s stock valued at $154,000 after purchasing an additional 830 shares during the period.
iShares Morningstar Value ETF Trading Down 0.5 %
Shares of ILCV stock opened at $80.10 on Thursday. The firm has a fifty day simple moving average of $83.05 and a two-hundred day simple moving average of $82.58. iShares Morningstar Value ETF has a 12 month low of $72.83 and a 12 month high of $85.63. The firm has a market capitalization of $1.01 billion, a PE ratio of 20.41 and a beta of 0.92.
About iShares Morningstar Value ETF
The iShares Morningstar Value ETF (ILCV) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of value stocks, selected from the top 90% of the US market-cap spectrum. ILCV was launched on Jun 28, 2004 and is managed by BlackRock.
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