J.W. Cole Advisors Inc. Reduces Stock Position in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

J.W. Cole Advisors Inc. lessened its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 3.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,080 shares of the company’s stock after selling 980 shares during the quarter. J.W. Cole Advisors Inc. owned about 0.21% of iShares Morningstar U.S. Equity ETF worth $1,890,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Tidemark LLC purchased a new stake in shares of iShares Morningstar U.S. Equity ETF during the 4th quarter valued at about $40,000. Vima LLC bought a new position in shares of iShares Morningstar U.S. Equity ETF in the 4th quarter worth approximately $48,000. Mather Group LLC. bought a new position in shares of iShares Morningstar U.S. Equity ETF in the 1st quarter worth approximately $84,000. Harbour Investments Inc. lifted its stake in shares of iShares Morningstar U.S. Equity ETF by 32.8% in the 3rd quarter. Harbour Investments Inc. now owns 3,423 shares of the company’s stock worth $202,000 after purchasing an additional 845 shares during the period. Finally, Cornerstone Wealth Management LLC bought a new position in shares of iShares Morningstar U.S. Equity ETF in the 4th quarter worth approximately $220,000.

iShares Morningstar U.S. Equity ETF Price Performance

Shares of NYSEARCA:ILCB traded up $0.50 during trading on Friday, hitting $76.62. The company’s stock had a trading volume of 12,550 shares, compared to its average volume of 15,768. The company has a 50-day moving average of $73.33 and a 200-day moving average of $70.40. iShares Morningstar U.S. Equity ETF has a 12 month low of $56.38 and a 12 month high of $76.62. The firm has a market cap of $942.43 million, a price-to-earnings ratio of 26.03 and a beta of 1.01.

iShares Morningstar U.S. Equity ETF Profile

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.