Avid Wealth Partners LLC Acquires New Holdings in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Avid Wealth Partners LLC bought a new stake in shares of iShares Morningstar Value ETF (NYSEARCA:ILCVFree Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 3,174 shares of the company’s stock, valued at approximately $257,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ILCV. Creative Financial Designs Inc. ADV raised its holdings in iShares Morningstar Value ETF by 86.4% during the third quarter. Creative Financial Designs Inc. ADV now owns 917 shares of the company’s stock worth $75,000 after purchasing an additional 425 shares in the last quarter. Geneos Wealth Management Inc. increased its position in shares of iShares Morningstar Value ETF by 77.6% during the 4th quarter. Geneos Wealth Management Inc. now owns 1,900 shares of the company’s stock valued at $154,000 after purchasing an additional 830 shares during the period. Stratos Wealth Partners LTD. bought a new stake in shares of iShares Morningstar Value ETF in the 4th quarter worth $230,000. OneDigital Investment Advisors LLC acquired a new stake in shares of iShares Morningstar Value ETF in the third quarter valued at $238,000. Finally, Proactive Wealth Strategies LLC bought a new position in iShares Morningstar Value ETF during the third quarter valued at about $356,000.

iShares Morningstar Value ETF Trading Up 0.5 %

Shares of iShares Morningstar Value ETF stock opened at $84.16 on Thursday. iShares Morningstar Value ETF has a 52 week low of $71.10 and a 52 week high of $85.63. The stock has a market cap of $1.02 billion, a PE ratio of 18.53 and a beta of 0.76. The company’s 50-day moving average price is $82.74 and its two-hundred day moving average price is $81.66.

About iShares Morningstar Value ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares Morningstar Value ETF (NYSEARCA:ILCV)

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