Helen Stephens Group LLC Decreases Holdings in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Helen Stephens Group LLC lowered its position in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 57.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,881 shares of the company’s stock after selling 6,499 shares during the quarter. Helen Stephens Group LLC’s holdings in iShares Morningstar U.S. Equity ETF were worth $396,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in ILCB. Private Advisor Group LLC increased its stake in shares of iShares Morningstar U.S. Equity ETF by 866.6% during the 3rd quarter. Private Advisor Group LLC now owns 129,808 shares of the company’s stock worth $10,285,000 after purchasing an additional 116,378 shares in the last quarter. Gladstone Institutional Advisory LLC raised its position in shares of iShares Morningstar U.S. Equity ETF by 43.1% in the third quarter. Gladstone Institutional Advisory LLC now owns 133,511 shares of the company’s stock valued at $10,578,000 after buying an additional 40,192 shares during the last quarter. Jim Saulnier & Associates LLC acquired a new stake in iShares Morningstar U.S. Equity ETF during the third quarter worth approximately $2,551,000. Prospera Financial Services Inc acquired a new position in iShares Morningstar U.S. Equity ETF in the 3rd quarter valued at $2,249,000. Finally, JPMorgan Chase & Co. boosted its holdings in shares of iShares Morningstar U.S. Equity ETF by 14.2% during the third quarter. JPMorgan Chase & Co. now owns 138,957 shares of the company’s stock worth $11,010,000 after purchasing an additional 17,260 shares during the last quarter.

iShares Morningstar U.S. Equity ETF Trading Up 1.1 %

NYSEARCA ILCB opened at $82.96 on Friday. The company has a market capitalization of $1.02 billion, a PE ratio of 26.03 and a beta of 1.01. The business’s 50-day moving average price is $82.61 and its 200 day moving average price is $79.28. iShares Morningstar U.S. Equity ETF has a twelve month low of $65.29 and a twelve month high of $84.65.

iShares Morningstar U.S. Equity ETF Company Profile

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.