Rothschild Wealth LLC Makes New $929,000 Investment in iShares Morningstar U.S. Equity ETF $ILCB

Rothschild Wealth LLC purchased a new position in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 9,844 shares of the company’s stock, valued at approximately $929,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Exchange Traded Concepts LLC lifted its stake in iShares Morningstar U.S. Equity ETF by 10.4% during the fourth quarter. Exchange Traded Concepts LLC now owns 519,869 shares of the company’s stock worth $49,065,000 after purchasing an additional 48,866 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares Morningstar U.S. Equity ETF by 27.8% in the third quarter. JPMorgan Chase & Co. now owns 165,457 shares of the company’s stock worth $15,292,000 after buying an additional 35,995 shares during the period. Wealth Forward LLC purchased a new position in shares of iShares Morningstar U.S. Equity ETF in the third quarter worth about $8,975,000. Aurora Private Wealth Inc. purchased a new stake in iShares Morningstar U.S. Equity ETF during the 4th quarter valued at about $511,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Morningstar U.S. Equity ETF by 1,164.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 236,755 shares of the company’s stock valued at $22,345,000 after acquiring an additional 218,027 shares during the period.

iShares Morningstar U.S. Equity ETF Price Performance

Shares of ILCB stock opened at $104.85 on Monday. The stock has a market capitalization of $1.29 billion, a PE ratio of 26.16 and a beta of 1.01. iShares Morningstar U.S. Equity ETF has a 1-year low of $80.95 and a 1-year high of $104.94. The business has a 50-day moving average of $97.20 and a 200 day moving average of $95.40.

iShares Morningstar U.S. Equity ETF Company 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.