iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) Shares Purchased by Trinity Wealth Management LLC

Trinity Wealth Management LLC grew its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,373 shares of the company’s stock after purchasing an additional 198 shares during the quarter. iShares Morningstar U.S. Equity ETF accounts for 0.6% of Trinity Wealth Management LLC’s investment portfolio, making the stock its 23rd biggest position. Trinity Wealth Management LLC’s holdings in iShares Morningstar U.S. Equity ETF were worth $1,329,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Jim Saulnier & Associates LLC boosted its stake in shares of iShares Morningstar U.S. Equity ETF by 24.8% in the fourth quarter. Jim Saulnier & Associates LLC now owns 40,174 shares of the company’s stock valued at $3,260,000 after purchasing an additional 7,977 shares during the period. Kingswood Wealth Advisors LLC acquired a new position in iShares Morningstar U.S. Equity ETF in the 4th quarter worth $281,000. Evanson Asset Management LLC purchased a new position in iShares Morningstar U.S. Equity ETF in the 4th quarter valued at about $203,000. Merit Financial Group LLC grew its stake in shares of iShares Morningstar U.S. Equity ETF by 0.7% during the fourth quarter. Merit Financial Group LLC now owns 66,113 shares of the company’s stock valued at $5,366,000 after acquiring an additional 440 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its stake 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 valued at $11,010,000 after acquiring an additional 17,260 shares in the last quarter.

iShares Morningstar U.S. Equity ETF Stock Performance

NYSEARCA:ILCB opened at $83.65 on Friday. The stock has a market cap of $1.03 billion, a price-to-earnings ratio of 26.03 and a beta of 1.01. iShares Morningstar U.S. Equity ETF has a one year low of $66.77 and a one year high of $84.73. The business’s 50-day simple moving average is $82.93 and its 200 day simple moving average is $79.77.

About iShares Morningstar U.S. Equity ETF

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.