Benchmark Wealth Management LLC Has $4.83 Million Stock Position in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Benchmark Wealth Management LLC trimmed its stake in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCBFree Report) by 5.3% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 66,700 shares of the company’s stock after selling 3,729 shares during the period. iShares Morningstar U.S. Equity ETF accounts for about 2.6% of Benchmark Wealth Management LLC’s investment portfolio, making the stock its 10th largest position. Benchmark Wealth Management LLC owned approximately 0.52% of iShares Morningstar U.S. Equity ETF worth $4,834,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ILCB. LPL Financial LLC raised its position in shares of iShares Morningstar U.S. Equity ETF by 2.4% in the third quarter. LPL Financial LLC now owns 200,810 shares of the company’s stock valued at $11,827,000 after purchasing an additional 4,667 shares during the period. Avantax Advisory Services Inc. raised its holdings in iShares Morningstar U.S. Equity ETF by 8.6% in the 4th quarter. Avantax Advisory Services Inc. now owns 165,267 shares of the company’s stock worth $10,868,000 after acquiring an additional 13,072 shares during the period. Wells Fargo & Company MN lifted its position in iShares Morningstar U.S. Equity ETF by 94.5% during the 4th quarter. Wells Fargo & Company MN now owns 112,296 shares of the company’s stock worth $7,385,000 after acquiring an additional 54,575 shares during the last quarter. UBS Group AG boosted its holdings in iShares Morningstar U.S. Equity ETF by 0.8% during the fourth quarter. UBS Group AG now owns 99,712 shares of the company’s stock valued at $6,557,000 after acquiring an additional 787 shares during the period. Finally, Corient Private Wealth LLC boosted its holdings in iShares Morningstar U.S. Equity ETF by 2.7% during the fourth quarter. Corient Private Wealth LLC now owns 91,204 shares of the company’s stock valued at $5,998,000 after acquiring an additional 2,394 shares during the period.

iShares Morningstar U.S. Equity ETF Stock Performance

Shares of iShares Morningstar U.S. Equity ETF stock traded up $0.25 during trading on Wednesday, reaching $75.47. The company’s stock had a trading volume of 15,615 shares, compared to its average volume of 15,018. iShares Morningstar U.S. Equity ETF has a one year low of $56.38 and a one year high of $75.47. The firm has a market cap of $928.28 million, a price-to-earnings ratio of 26.03 and a beta of 1.01. The business’s fifty day moving average price is $72.00 and its 200-day moving average price is $69.52.

About iShares Morningstar U.S. Equity ETF

(Free Report)

The iShares Morningstar U.S. Equity ETF (ILCB) is an exchange-traded fund that is based on the Morningstar US Large-Mid Cap index. The fund tracks a market cap-weighted index consists of both growth and value stocks, selected from the top 90% of the US market-cap spectrum. ILCB was launched on Jun 28, 2004 and is managed by BlackRock.

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Institutional Ownership by Quarter for iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

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