iShares Morningstar Value ETF (NYSEARCA:ILCV) Shares Purchased by Jim Saulnier & Associates LLC

Jim Saulnier & Associates LLC raised its stake in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) by 25.5% during the fourth quarter, Holdings Channel reports. The firm owned 39,663 shares of the company’s stock after buying an additional 8,052 shares during the period. iShares Morningstar Value ETF comprises 2.9% of Jim Saulnier & Associates LLC’s holdings, making the stock its 10th biggest holding. Jim Saulnier & Associates LLC’s holdings in iShares Morningstar Value ETF were worth $3,212,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Creative Financial Designs Inc. ADV boosted its stake in iShares Morningstar Value ETF by 86.4% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 917 shares of the company’s stock valued at $75,000 after buying an additional 425 shares in the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of iShares Morningstar Value ETF by 77.6% in 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 in the last quarter. OneDigital Investment Advisors LLC acquired a new stake in shares of iShares Morningstar Value ETF in the 3rd quarter valued at $238,000. Proactive Wealth Strategies LLC bought a new stake in shares of iShares Morningstar Value ETF in the 3rd quarter worth about $356,000. Finally, 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.

iShares Morningstar Value ETF Price Performance

NYSEARCA:ILCV opened at $83.60 on Monday. The firm has a market cap of $1.02 billion, a PE ratio of 18.53 and a beta of 0.76. iShares Morningstar Value ETF has a 12 month low of $71.04 and a 12 month high of $85.63. The company’s 50-day moving average price is $82.77 and its two-hundred day moving average price is $81.38.

iShares Morningstar Value ETF 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.