Kiley Juergens Wealth Management LLC Acquires 1,421 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Kiley Juergens Wealth Management LLC lifted its holdings in shares of iShares Morningstar Value ETF (NYSEARCA:ILCVFree Report) by 1.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,882 shares of the company’s stock after purchasing an additional 1,421 shares during the period. iShares Morningstar Value ETF accounts for about 1.9% of Kiley Juergens Wealth Management LLC’s portfolio, making the stock its 14th biggest position. Kiley Juergens Wealth Management LLC owned 0.67% of iShares Morningstar Value ETF worth $6,217,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Steele Capital Management Inc. bought a new stake in shares of iShares Morningstar Value ETF during the 4th quarter valued at about $58,837,000. Avantax Advisory Services Inc. boosted its holdings in iShares Morningstar Value ETF by 5.9% in the fourth quarter. Avantax Advisory Services Inc. now owns 228,333 shares of the company’s stock worth $16,125,000 after acquiring an additional 12,752 shares in the last quarter. Raymond James Financial Services Advisors Inc. boosted its holdings in iShares Morningstar Value ETF by 4.7% in the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 163,163 shares of the company’s stock worth $11,523,000 after acquiring an additional 7,377 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in iShares Morningstar Value ETF by 0.9% in the fourth quarter. Corient Private Wealth LLC now owns 102,159 shares of the company’s stock worth $7,214,000 after acquiring an additional 875 shares in the last quarter. Finally, Lauer Wealth LLC boosted its holdings in iShares Morningstar Value ETF by 2.5% in the fourth quarter. Lauer Wealth LLC now owns 98,862 shares of the company’s stock worth $7,004,000 after acquiring an additional 2,431 shares in the last quarter.

iShares Morningstar Value ETF Stock Up 0.1 %

NYSEARCA:ILCV traded up $0.10 on Wednesday, hitting $76.61. The stock had a trading volume of 2,839 shares, compared to its average volume of 26,466. The business’s fifty day moving average is $75.84 and its 200 day moving average is $73.95. The company has a market cap of $930.81 million, a PE ratio of 18.53 and a beta of 0.76. iShares Morningstar Value ETF has a 52 week low of $61.50 and a 52 week high of $77.33.

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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