Crestwood Advisors Group LLC Has $3.48 Million Holdings in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Crestwood Advisors Group LLC cut its position in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 1.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,897 shares of the company’s stock after selling 630 shares during the quarter. Crestwood Advisors Group LLC owned about 0.36% of iShares Morningstar U.S. Equity ETF worth $3,478,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Choate Investment Advisors acquired a new stake in iShares Morningstar U.S. Equity ETF in the first quarter worth $416,000. Index Fund Advisors Inc. acquired a new stake in iShares Morningstar U.S. Equity ETF in the first quarter worth $203,000. Cetera Investment Advisers grew its holdings in iShares Morningstar U.S. Equity ETF by 43.7% in the first quarter. Cetera Investment Advisers now owns 52,003 shares of the company’s stock worth $3,769,000 after purchasing an additional 15,804 shares during the period. Cetera Advisors LLC grew its holdings in iShares Morningstar U.S. Equity ETF by 52.7% in the first quarter. Cetera Advisors LLC now owns 8,774 shares of the company’s stock worth $636,000 after purchasing an additional 3,028 shares during the period. Finally, American Trust grew its holdings in iShares Morningstar U.S. Equity ETF by 6.4% in the first quarter. American Trust now owns 15,553 shares of the company’s stock worth $1,127,000 after purchasing an additional 936 shares during the period.

iShares Morningstar U.S. Equity ETF Trading Up 1.3 %

NYSEARCA:ILCB opened at $79.83 on Wednesday. iShares Morningstar U.S. Equity ETF has a 12 month low of $59.73 and a 12 month high of $81.03. The stock has a market capitalization of $981.91 million, a price-to-earnings ratio of 26.03 and a beta of 1.01. The firm has a fifty day simple moving average of $78.60 and a two-hundred day simple moving average of $75.66.

About iShares Morningstar U.S. Equity ETF

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.