Ipsen Advisor Group LLC Buys New Position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Ipsen Advisor Group LLC purchased a new position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) during the 4th quarter, HoldingsChannel reports. The firm purchased 54,064 shares of the company’s stock, valued at approximately $3,428,000. iShares Morningstar Small-Cap Value ETF makes up 2.9% of Ipsen Advisor Group LLC’s investment portfolio, making the stock its 10th largest holding.

A number of other large investors also recently modified their holdings of the business. JPMorgan Chase & Co. increased its position in iShares Morningstar Small-Cap Value ETF by 125.0% during the third quarter. JPMorgan Chase & Co. now owns 40,071 shares of the company’s stock worth $2,544,000 after acquiring an additional 22,264 shares during the period. Janney Montgomery Scott LLC grew its position in iShares Morningstar Small-Cap Value ETF by 9.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 14,791 shares of the company’s stock worth $938,000 after purchasing an additional 1,322 shares during the last quarter. Jones Financial Companies Lllp increased its holdings in shares of iShares Morningstar Small-Cap Value ETF by 150.6% during the 4th quarter. Jones Financial Companies Lllp now owns 4,901 shares of the company’s stock worth $311,000 after purchasing an additional 2,945 shares during the period. IHT Wealth Management LLC raised its position in shares of iShares Morningstar Small-Cap Value ETF by 69.6% during the third quarter. IHT Wealth Management LLC now owns 40,396 shares of the company’s stock valued at $2,552,000 after buying an additional 16,575 shares during the last quarter. Finally, Rodgers & Associates LTD lifted its stake in shares of iShares Morningstar Small-Cap Value ETF by 1.3% in the fourth quarter. Rodgers & Associates LTD now owns 32,691 shares of the company’s stock valued at $2,073,000 after buying an additional 424 shares during the period.

iShares Morningstar Small-Cap Value ETF Stock Down 0.6 %

iShares Morningstar Small-Cap Value ETF stock opened at $60.64 on Wednesday. The business has a 50 day moving average price of $63.19 and a two-hundred day moving average price of $64.03. The stock has a market cap of $424.48 million, a price-to-earnings ratio of 13.89 and a beta of 1.27. iShares Morningstar Small-Cap Value ETF has a 12 month low of $55.96 and a 12 month high of $70.13.

iShares Morningstar Small-Cap Value ETF Company 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.