Jim Saulnier & Associates LLC Boosts Stake in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Jim Saulnier & Associates LLC boosted its position in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 3.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,214 shares of the company’s stock after purchasing an additional 1,551 shares during the quarter. iShares Morningstar Value ETF comprises 2.7% of Jim Saulnier & Associates LLC’s investment portfolio, making the stock its 9th biggest position. Jim Saulnier & Associates LLC owned about 0.33% of iShares Morningstar Value ETF worth $3,357,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. LPL Financial LLC grew its holdings in shares of iShares Morningstar Value ETF by 13.8% during the fourth quarter. LPL Financial LLC now owns 458,437 shares of the company’s stock worth $37,124,000 after purchasing an additional 55,560 shares in the last quarter. Raymond James Financial Inc. bought a new stake in iShares Morningstar Value ETF during the fourth quarter valued at approximately $32,251,000. SPC Financial Inc. lifted its position in iShares Morningstar Value ETF by 2.4% during the fourth quarter. SPC Financial Inc. now owns 249,623 shares of the company’s stock valued at $20,214,000 after purchasing an additional 5,816 shares during the last quarter. JPMorgan Chase & Co. grew its stake in iShares Morningstar Value ETF by 14.8% in the 4th quarter. JPMorgan Chase & Co. now owns 166,499 shares of the company’s stock worth $13,483,000 after buying an additional 21,516 shares in the last quarter. Finally, Commonwealth Equity Services LLC increased its holdings in shares of iShares Morningstar Value ETF by 7.7% in the 4th quarter. Commonwealth Equity Services LLC now owns 142,769 shares of the company’s stock worth $11,561,000 after buying an additional 10,223 shares during the last quarter.

iShares Morningstar Value ETF Stock Performance

iShares Morningstar Value ETF stock opened at $81.00 on Friday. iShares Morningstar Value ETF has a fifty-two week low of $70.58 and a fifty-two week high of $85.63. The stock has a market cap of $1.00 billion, a P/E ratio of 19.44 and a beta of 0.87. The firm’s fifty day moving average price is $79.70 and its 200-day moving average price is $81.20.

iShares Morningstar Value ETF Profile

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.