Perennial Investment Advisors LLC Takes Position in iShares Morningstar Small-Cap Value ETF $ISCV

Perennial Investment Advisors LLC purchased a new position in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 27,242 shares of the company’s stock, valued at approximately $1,815,000.

A number of other institutional investors have also recently bought and sold shares of the business. World Investment Advisors acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF in the second quarter valued at approximately $206,000. Advisory Services Network LLC acquired a new position in shares of iShares Morningstar Small-Cap Value ETF during the 2nd quarter worth approximately $2,868,000. VAUGHAN & Co SECURITIES INC. raised its stake in iShares Morningstar Small-Cap Value ETF by 3.1% in the 3rd quarter. VAUGHAN & Co SECURITIES INC. now owns 290,658 shares of the company’s stock valued at $19,369,000 after acquiring an additional 8,763 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in iShares Morningstar Small-Cap Value ETF by 6,039.0% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 51,568 shares of the company’s stock valued at $3,166,000 after purchasing an additional 50,728 shares during the last quarter. Finally, MB Generational Wealth LLC bought a new position in iShares Morningstar Small-Cap Value ETF during the third quarter worth $6,257,000.

iShares Morningstar Small-Cap Value ETF Price Performance

NYSEARCA:ISCV opened at $71.66 on Friday. The company has a market cap of $609.11 million, a P/E ratio of 13.52 and a beta of 1.11. The firm’s fifty day moving average price is $72.20 and its two-hundred day moving average price is $68.84. iShares Morningstar Small-Cap Value ETF has a one year low of $50.53 and a one year high of $75.00.

iShares Morningstar Small-Cap Value ETF Profile

The iShares Morningstar Small-Cap Value ETF (ISCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap value stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s value style categorization. ISCV was launched on Jun 28, 2004 and is managed by BlackRock.