Kozak & Associates Inc. Has $37,000 Position in iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Kozak & Associates Inc. cut its stake in iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 37.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 404 shares of the company’s stock after selling 237 shares during the quarter. Kozak & Associates Inc.’s holdings in iShares Morningstar Growth ETF were worth $37,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the company. SK Wealth Management LLC purchased a new stake in shares of iShares Morningstar Growth ETF during the 3rd quarter worth about $442,000. JPMorgan Chase & Co. grew its position in iShares Morningstar Growth ETF by 5.4% in the third quarter. JPMorgan Chase & Co. now owns 301,665 shares of the company’s stock worth $25,352,000 after acquiring an additional 15,527 shares in the last quarter. Sanctuary Advisors LLC increased its stake in shares of iShares Morningstar Growth ETF by 38.7% during the 3rd quarter. Sanctuary Advisors LLC now owns 55,183 shares of the company’s stock worth $4,926,000 after purchasing an additional 15,405 shares during the last quarter. MML Investors Services LLC lifted its stake in shares of iShares Morningstar Growth ETF by 6.6% in the 3rd quarter. MML Investors Services LLC now owns 270,194 shares of the company’s stock valued at $22,707,000 after purchasing an additional 16,837 shares during the last quarter. Finally, Swmg LLC acquired a new position in iShares Morningstar Growth ETF during the third quarter worth $1,565,000.

iShares Morningstar Growth ETF Stock Up 0.8 %

Shares of NYSEARCA:ILCG traded up $0.76 on Monday, reaching $92.06. The company had a trading volume of 178,049 shares, compared to its average volume of 226,246. The stock has a market capitalization of $2.57 billion, a P/E ratio of 38.76 and a beta of 1.24. The stock has a 50-day moving average price of $89.99 and a 200 day moving average price of $84.76. iShares Morningstar Growth ETF has a twelve month low of $66.09 and a twelve month high of $93.81.

iShares Morningstar Growth ETF Company Profile

The iShares Morningstar Growth ETF (ILCG) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of growth stocks, selected from the top 90% of the US market-cap spectrum. ILCG was launched on Jun 28, 2004 and is managed by BlackRock.