Barrett & Company Inc. Buys 2,376 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Barrett & Company Inc. grew its holdings in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 98,727 shares of the company’s stock after purchasing an additional 2,376 shares during the period. iShares Morningstar Value ETF comprises approximately 3.4% of Barrett & Company Inc.’s investment portfolio, making the stock its 5th biggest holding. Barrett & Company Inc.’s holdings in iShares Morningstar Value ETF were worth $7,995,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Creative Financial Designs Inc. ADV raised its holdings in shares of iShares Morningstar Value ETF by 86.4% in the third quarter. Creative Financial Designs Inc. ADV now owns 917 shares of the company’s stock valued at $75,000 after purchasing an additional 425 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of iShares Morningstar Value ETF by 77.6% in the fourth quarter. Geneos Wealth Management Inc. now owns 1,900 shares of the company’s stock valued at $154,000 after buying an additional 830 shares in the last quarter. Stratos Wealth Partners LTD. bought a new position in shares of iShares Morningstar Value ETF in the fourth quarter valued at $230,000. OneDigital Investment Advisors LLC bought a new position in iShares Morningstar Value ETF during the third quarter worth $238,000. Finally, Avid Wealth Partners LLC bought a new position in iShares Morningstar Value ETF during the fourth quarter worth $257,000.

iShares Morningstar Value ETF Price Performance

ILCV stock opened at $84.09 on Friday. The company has a fifty day moving average price of $82.72 and a two-hundred day moving average price of $81.67. iShares Morningstar Value ETF has a one year low of $71.10 and a one year high of $85.63. The stock has a market cap of $1.02 billion, a price-to-earnings ratio of 18.53 and a beta of 0.76.

About iShares Morningstar Value ETF

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.