Lauer Wealth LLC Raises Position in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Lauer Wealth LLC increased its holdings in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) by 5.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 134,186 shares of the company’s stock after buying an additional 6,760 shares during the quarter. iShares Morningstar Value ETF accounts for about 7.2% of Lauer Wealth LLC’s holdings, making the stock its 6th biggest holding. Lauer Wealth LLC owned approximately 1.10% of iShares Morningstar Value ETF worth $10,866,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of ILCV. JPMorgan Chase & Co. lifted its stake in iShares Morningstar Value ETF by 9.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 144,983 shares of the company’s stock valued at $11,918,000 after purchasing an additional 12,177 shares during the last quarter. Sanctuary Advisors LLC lifted its stake in shares of iShares Morningstar Value ETF by 26.9% in the 3rd quarter. Sanctuary Advisors LLC now owns 32,654 shares of the company’s stock valued at $2,757,000 after acquiring an additional 6,918 shares during the last quarter. Orion Portfolio Solutions LLC boosted its holdings in shares of iShares Morningstar Value ETF by 34.3% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 7,979 shares of the company’s stock valued at $656,000 after acquiring an additional 2,037 shares in the last quarter. Jim Saulnier & Associates LLC bought a new stake in iShares Morningstar Value ETF during the 3rd quarter worth $2,598,000. Finally, OneDigital Investment Advisors LLC acquired a new position in iShares Morningstar Value ETF in the 3rd quarter worth about $238,000.

iShares Morningstar Value ETF Trading Up 0.1 %

iShares Morningstar Value ETF stock opened at $82.19 on Friday. The stock has a 50-day moving average price of $82.83 and a two-hundred day moving average price of $81.05. iShares Morningstar Value ETF has a 12 month low of $69.38 and a 12 month high of $85.63. The company has a market capitalization of $998.61 million, a PE ratio of 18.53 and a beta of 0.76.

About iShares Morningstar Value ETF

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