Kiley Juergens Wealth Management LLC raised its position in iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 87,455 shares of the company’s stock after acquiring an additional 738 shares during the period. iShares Morningstar Value ETF comprises approximately 1.8% of Kiley Juergens Wealth Management LLC’s holdings, making the stock its 13th largest holding. Kiley Juergens Wealth Management LLC owned 0.72% of iShares Morningstar Value ETF worth $7,082,000 at the end of the most recent reporting period.
A number of other hedge funds also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in iShares Morningstar Value ETF by 9.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 144,983 shares of the company’s stock valued at $11,918,000 after buying an additional 12,177 shares in the last quarter. Lauer Wealth LLC boosted its stake in shares of iShares Morningstar Value ETF by 2.5% in the 3rd quarter. Lauer Wealth LLC now owns 127,426 shares of the company’s stock valued at $10,508,000 after purchasing an additional 3,098 shares in the last quarter. Barrett & Company Inc. grew its holdings in shares of iShares Morningstar Value ETF by 10.8% in the 3rd quarter. Barrett & Company Inc. now owns 96,351 shares of the company’s stock worth $7,920,000 after purchasing an additional 9,412 shares during the last quarter. B. Riley Wealth Advisors Inc. increased its position in shares of iShares Morningstar Value ETF by 8.7% during the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 4,841 shares of the company’s stock worth $369,000 after purchasing an additional 386 shares in the last quarter. Finally, Raymond James & Associates lifted its holdings in iShares Morningstar Value ETF by 1.0% during the 3rd quarter. Raymond James & Associates now owns 261,980 shares of the company’s stock valued at $21,535,000 after purchasing an additional 2,618 shares during the last quarter.
iShares Morningstar Value ETF Trading Up 0.7 %
NYSEARCA ILCV opened at $82.80 on Tuesday. iShares Morningstar Value ETF has a 1-year low of $69.44 and a 1-year high of $85.63. The company has a 50 day moving average of $82.77 and a 200-day moving average of $81.20. The firm has a market cap of $1.01 billion, a price-to-earnings ratio of 18.53 and a beta of 0.76.
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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