Perennial Investment Advisors LLC Has $533,000 Position in iShares Morningstar Value ETF $ILCV

Perennial Investment Advisors LLC lifted its stake in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) by 21.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,395 shares of the company’s stock after buying an additional 1,146 shares during the quarter. Perennial Investment Advisors LLC owned about 0.05% of iShares Morningstar Value ETF worth $533,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in ILCV. CWM LLC grew its stake in shares of iShares Morningstar Value ETF by 0.7% in the 2nd quarter. CWM LLC now owns 23,383 shares of the company’s stock valued at $1,950,000 after buying an additional 170 shares during the period. Apex Wealth Management LLC grew its stake in iShares Morningstar Value ETF by 0.5% in the second quarter. Apex Wealth Management LLC now owns 50,509 shares of the company’s stock valued at $4,212,000 after acquiring an additional 248 shares during the period. Ipsen Advisor Group LLC increased its holdings in shares of iShares Morningstar Value ETF by 2.0% during the second quarter. Ipsen Advisor Group LLC now owns 12,970 shares of the company’s stock valued at $1,082,000 after acquiring an additional 253 shares in the last quarter. ANB Bank increased its holdings in shares of iShares Morningstar Value ETF by 2.2% during the second quarter. ANB Bank now owns 14,548 shares of the company’s stock valued at $1,213,000 after acquiring an additional 307 shares in the last quarter. Finally, Creative Planning grew its holdings in shares of iShares Morningstar Value ETF by 9.7% during the second quarter. Creative Planning now owns 5,105 shares of the company’s stock valued at $426,000 after buying an additional 453 shares during the last quarter.

iShares Morningstar Value ETF Stock Performance

Shares of ILCV opened at $91.16 on Wednesday. The firm has a market capitalization of $1.12 billion, a P/E ratio of 19.33 and a beta of 0.88. iShares Morningstar Value ETF has a 52 week low of $70.58 and a 52 week high of $93.68. The stock has a 50 day moving average price of $90.57 and a two-hundred day moving average price of $86.05.

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.