Corient Private Wealth LLC Boosts Stock Holdings in iShares Morningstar Value ETF $ILCV

Corient Private Wealth LLC raised its stake in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 5.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 116,906 shares of the company’s stock after purchasing an additional 5,921 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares Morningstar Value ETF were worth $11,031,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Equitable Holdings Inc. raised its stake in iShares Morningstar Value ETF by 2.9% in the second quarter. Equitable Holdings Inc. now owns 904,531 shares of the company’s stock valued at $75,429,000 after buying an additional 25,171 shares in the last quarter. Bank of America Corp DE raised its position in shares of iShares Morningstar Value ETF by 1.7% during the 3rd quarter. Bank of America Corp DE now owns 825,721 shares of the company’s stock worth $74,331,000 after acquiring an additional 13,548 shares in the last quarter. Steele Capital Management Inc. raised its position in shares of iShares Morningstar Value ETF by 1.0% during the 4th quarter. Steele Capital Management Inc. now owns 670,081 shares of the company’s stock worth $63,229,000 after acquiring an additional 6,822 shares in the last quarter. Matrix Trust Co lifted its stake in iShares Morningstar Value ETF by 0.8% during the fourth quarter. Matrix Trust Co now owns 666,393 shares of the company’s stock worth $62,881,000 after purchasing an additional 5,283 shares during the last quarter. Finally, UBS Group AG lifted its stake in iShares Morningstar Value ETF by 7.9% during the third quarter. UBS Group AG now owns 536,027 shares of the company’s stock worth $48,253,000 after purchasing an additional 39,138 shares during the last quarter.

iShares Morningstar Value ETF Stock Down 0.1%

Shares of ILCV opened at $100.61 on Thursday. The company has a market capitalization of $1.26 billion, a price-to-earnings ratio of 19.33 and a beta of 0.81. iShares Morningstar Value ETF has a 52-week low of $81.90 and a 52-week high of $102.60. The stock has a 50 day moving average price of $100.07 and a 200 day moving average price of $97.08.

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.