iShares Morningstar Value ETF $ILCV Shares Purchased by Edge Financial Advisors LLC

Edge Financial Advisors LLC grew its holdings in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) by 200.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,262 shares of the company’s stock after purchasing an additional 13,512 shares during the quarter. iShares Morningstar Value ETF makes up about 0.8% of Edge Financial Advisors LLC’s investment portfolio, making the stock its 23rd biggest position. Edge Financial Advisors LLC’s holdings in iShares Morningstar Value ETF were worth $1,824,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Integrated Wealth Concepts LLC purchased a new stake in iShares Morningstar Value ETF in the 1st quarter valued at about $605,000. Jones Financial Companies Lllp boosted its position in shares of iShares Morningstar Value ETF by 578.4% in the first quarter. Jones Financial Companies Lllp now owns 3,392 shares of the company’s stock worth $276,000 after acquiring an additional 2,892 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in iShares Morningstar Value ETF by 509.3% in the first quarter. Goldman Sachs Group Inc. now owns 21,520 shares of the company’s stock valued at $1,753,000 after purchasing an additional 17,988 shares during the period. Kiley Juergens Wealth Management LLC increased its position in iShares Morningstar Value ETF by 0.7% during the second quarter. Kiley Juergens Wealth Management LLC now owns 89,184 shares of the company’s stock worth $7,437,000 after purchasing an additional 612 shares during the last quarter. Finally, Sound Income Strategies LLC boosted its holdings in shares of iShares Morningstar Value ETF by 81.3% in the 2nd quarter. Sound Income Strategies LLC now owns 4,175 shares of the company’s stock valued at $348,000 after purchasing an additional 1,872 shares during the last quarter.

iShares Morningstar Value ETF Trading Down 0.2%

Shares of ILCV opened at $95.90 on Friday. The stock’s fifty day simple moving average is $94.67 and its 200 day simple moving average is $90.45. iShares Morningstar Value ETF has a twelve month low of $70.58 and a twelve month high of $96.73. The firm has a market capitalization of $1.21 billion, a P/E ratio of 19.33 and a beta of 0.88.

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.