Jim Saulnier & Associates LLC grew its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) by 24.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,174 shares of the company’s stock after purchasing an additional 7,977 shares during the period. iShares Morningstar U.S. Equity ETF comprises about 2.9% of Jim Saulnier & Associates LLC’s holdings, making the stock its 9th biggest holding. Jim Saulnier & Associates LLC’s holdings in iShares Morningstar U.S. Equity ETF were worth $3,260,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also modified their holdings of the company. Evanson Asset Management LLC acquired a new stake in iShares Morningstar U.S. Equity ETF during the 4th quarter worth about $203,000. HCR Wealth Advisors purchased a new position in shares of iShares Morningstar U.S. Equity ETF in the third quarter worth approximately $201,000. New Century Financial Group LLC purchased a new position in shares of iShares Morningstar U.S. Equity ETF in the second quarter worth approximately $202,000. Kingswood Wealth Advisors LLC acquired a new stake in shares of iShares Morningstar U.S. Equity ETF during the fourth quarter valued at approximately $281,000. Finally, MidAtlantic Capital Management Inc. purchased a new stake in shares of iShares Morningstar U.S. Equity ETF in the 3rd quarter valued at approximately $352,000.
iShares Morningstar U.S. Equity ETF Stock Performance
NYSEARCA ILCB opened at $84.36 on Monday. The firm’s 50 day moving average price is $82.77 and its two-hundred day moving average price is $79.58. iShares Morningstar U.S. Equity ETF has a twelve month low of $66.77 and a twelve month high of $84.73. The stock has a market cap of $1.04 billion, a price-to-earnings ratio of 26.03 and a beta of 1.01.
iShares Morningstar U.S. Equity ETF Company Profile
The iShares Morningstar U.S. Equity ETF (ILCB) is an exchange-traded fund that is based on the Morningstar US Large-Mid Cap index. The fund tracks a market cap-weighted index consists of both growth and value stocks, selected from the top 90% of the US market-cap spectrum. ILCB was launched on Jun 28, 2004 and is managed by BlackRock.
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