Atria Wealth Solutions Inc. lifted its position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) by 8.4% during the first quarter, Holdings Channel.com reports. The firm owned 13,075 shares of the company’s stock after buying an additional 1,016 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in iShares Morningstar Value ETF were worth $1,065,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently made changes to their positions in the company. LPL Financial LLC grew its position in iShares Morningstar Value ETF by 15.0% during the first quarter. LPL Financial LLC now owns 527,309 shares of the company’s stock worth $42,949,000 after buying an additional 68,872 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in iShares Morningstar Value ETF during the fourth quarter worth approximately $32,251,000. Woodard & Co. Asset Management Group Inc. ADV grew its position in iShares Morningstar Value ETF by 0.4% during the first quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 289,348 shares of the company’s stock worth $23,567,000 after buying an additional 1,192 shares in the last quarter. Lauer Wealth LLC grew its position in iShares Morningstar Value ETF by 7.1% during the first quarter. Lauer Wealth LLC now owns 143,723 shares of the company’s stock worth $11,320,000 after buying an additional 9,537 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its position in iShares Morningstar Value ETF by 34.9% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 120,910 shares of the company’s stock worth $9,791,000 after buying an additional 31,270 shares in the last quarter.
iShares Morningstar Value ETF Price Performance
Shares of NYSEARCA:ILCV opened at $84.80 on Tuesday. The company has a market capitalization of $1.06 billion, a P/E ratio of 19.33 and a beta of 0.91. iShares Morningstar Value ETF has a 1 year low of $70.58 and a 1 year high of $85.82. The business’s 50 day simple moving average is $83.42 and its 200 day simple moving average is $81.65.
iShares Morningstar Value ETF Company Profile
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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