Atria Wealth Solutions Inc. Acquires 1,574 Shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Atria Wealth Solutions Inc. raised its stake in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,733 shares of the company’s stock after acquiring an additional 1,574 shares during the period. Atria Wealth Solutions Inc.’s holdings in iShares Morningstar U.S. Equity ETF were worth $2,332,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Evanson Asset Management LLC purchased a new stake in shares of iShares Morningstar U.S. Equity ETF during the fourth quarter valued at $203,000. Kingswood Wealth Advisors LLC bought a new stake in iShares Morningstar U.S. Equity ETF during the fourth quarter valued at about $281,000. MidAtlantic Capital Management Inc. bought a new position in shares of iShares Morningstar U.S. Equity ETF during the 3rd quarter valued at approximately $352,000. Jane Street Group LLC bought a new position in shares of iShares Morningstar U.S. Equity ETF in the third quarter worth approximately $410,000. Finally, Capital Management Associates Inc increased its stake in iShares Morningstar U.S. Equity ETF by 4.1% in the 4th quarter. Capital Management Associates Inc now owns 6,696 shares of the company’s stock worth $543,000 after buying an additional 265 shares in the last quarter.

iShares Morningstar U.S. Equity ETF Trading Down 1.7 %

NYSEARCA:ILCB opened at $83.11 on Friday. iShares Morningstar U.S. Equity ETF has a 12-month low of $68.34 and a 12-month high of $85.07. The stock has a 50-day moving average price of $83.01 and a 200 day moving average price of $80.68. The stock has a market capitalization of $1.02 billion, a P/E ratio of 26.03 and a beta of 1.01.

iShares Morningstar U.S. Equity ETF 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.