Wealth Enhancement Advisory Services LLC reduced its holdings in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) by 3.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 96,504 shares of the company after selling 3,055 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.80% of iShares Morningstar Value ETF worth $7,417,000 at the end of the last quarter.
Several other institutional investors and hedge funds have also bought and sold shares of ILCV. Modera Wealth Management LLC acquired a new stake in shares of iShares Morningstar Value ETF during the third quarter valued at about $195,000. Lido Advisors LLC acquired a new stake in iShares Morningstar Value ETF during the third quarter valued at $289,000. Harbor Investment Advisory LLC acquired a new stake in iShares Morningstar Value ETF during the fourth quarter valued at $300,000. Woodard & Co. Asset Management Group Inc. ADV increased its stake in iShares Morningstar Value ETF by 89.1% during the fourth quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 5,899 shares of the company’s stock valued at $417,000 after purchasing an additional 2,779 shares during the period. Finally, Global Retirement Partners LLC increased its stake in iShares Morningstar Value ETF by 16.0% during the fourth quarter. Global Retirement Partners LLC now owns 6,080 shares of the company’s stock valued at $425,000 after acquiring an additional 840 shares in the last quarter.
iShares Morningstar Value ETF Stock Performance
NYSEARCA:ILCV opened at $76.32 on Monday. The iShares Morningstar Value ETF has a 12-month low of $61.50 and a 12-month high of $77.33. The company has a 50-day moving average price of $75.76 and a 200-day moving average price of $73.86. The stock has a market cap of $927.29 million, a price-to-earnings ratio of 18.53 and a beta of 0.76.
About iShares Morningstar Value ETF
(Free report)
The iShares Morningstar Value ETF (ILCV) is an exchange-traded fund that invests primarily in equity securities across the market. The fund tracks a market-cap weighted index of value stocks selected from the top 90% of the U.S. market capitalization spectrum. ILCV was launched on June 28, 2004 and is managed by BlackRock.
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