Avantax Advisory Services Inc. Increases Stock Holdings in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Avantax Advisory Services Inc. raised its holdings in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 53,507 shares of the company’s stock after buying an additional 2,699 shares during the quarter. Avantax Advisory Services Inc.’s holdings in iShares Morningstar Small-Cap ETF were worth $3,139,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Principal Securities Inc. increased its holdings in shares of iShares Morningstar Small-Cap ETF by 187.5% during the fourth quarter. Principal Securities Inc. now owns 1,196 shares of the company’s stock valued at $70,000 after acquiring an additional 780 shares in the last quarter. Jones Financial Companies Lllp increased its stake in iShares Morningstar Small-Cap ETF by 63.1% during the 4th quarter. Jones Financial Companies Lllp now owns 1,783 shares of the company’s stock valued at $105,000 after purchasing an additional 690 shares in the last quarter. Steward Partners Investment Advisory LLC increased its stake in iShares Morningstar Small-Cap ETF by 10.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,082 shares of the company’s stock valued at $298,000 after purchasing an additional 493 shares in the last quarter. Apexium Financial LP purchased a new position in shares of iShares Morningstar Small-Cap ETF in the fourth quarter worth $307,000. Finally, FMR LLC grew its holdings in shares of iShares Morningstar Small-Cap ETF by 13.8% during the third quarter. FMR LLC now owns 6,649 shares of the company’s stock valued at $390,000 after buying an additional 807 shares during the last quarter.

iShares Morningstar Small-Cap ETF Price Performance

Shares of ISCB stock opened at $54.86 on Friday. The business has a fifty day moving average of $59.12 and a 200 day moving average of $59.45. iShares Morningstar Small-Cap ETF has a 1 year low of $51.32 and a 1 year high of $64.66. The firm has a market capitalization of $213.95 million, a price-to-earnings ratio of 17.40 and a beta of 1.20.

About iShares Morningstar Small-Cap ETF

The iShares Morningstar Small-Cap ETF (ISCB) is an exchange-traded fund that is based on the Morningstar US Small Cap Extended index, a market-cap-weighted index of US small-cap stocks ISCB was launched on Jun 28, 2004 and is managed by BlackRock.