Atria Wealth Solutions Inc. Grows Stake in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Atria Wealth Solutions Inc. raised its position in shares of iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) by 0.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,458 shares of the company’s stock after purchasing an additional 574 shares during the period. Atria Wealth Solutions Inc. owned about 1.64% of iShares Morningstar Small-Cap ETF worth $3,840,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. raised its holdings in shares of iShares Morningstar Small-Cap ETF by 1,358.3% in the third quarter. JPMorgan Chase & Co. now owns 10,675 shares of the company’s stock valued at $626,000 after acquiring an additional 9,943 shares in the last quarter. Jim Saulnier & Associates LLC bought a new position in iShares Morningstar Small-Cap ETF during the 3rd quarter worth about $473,000. Apexium Financial LP purchased a new position in iShares Morningstar Small-Cap ETF during the 4th quarter valued at about $307,000. Strategic Financial Planning Inc. bought a new stake in shares of iShares Morningstar Small-Cap ETF in the 3rd quarter valued at about $210,000. Finally, MML Investors Services LLC raised its holdings in shares of iShares Morningstar Small-Cap ETF by 26.0% in the 3rd quarter. MML Investors Services LLC now owns 9,462 shares of the company’s stock valued at $555,000 after purchasing an additional 1,952 shares in the last quarter.

iShares Morningstar Small-Cap ETF Stock Performance

NYSEARCA ISCB opened at $60.29 on Friday. The company has a market cap of $235.13 million, a PE ratio of 18.29 and a beta of 1.19. The firm’s 50 day moving average price is $60.15 and its 200-day moving average price is $59.33. iShares Morningstar Small-Cap ETF has a 52-week low of $51.32 and a 52-week high of $64.66.

About iShares Morningstar Small-Cap ETF

The iShares Morningstar Small-Cap ETF (ISCB) is an exchange-traded fund that is based on the Morningstar US Small Cap Extended index, a market-cap-weighted index of US small-cap stocks ISCB was launched on Jun 28, 2004 and is managed by BlackRock.