iShares Morningstar Value ETF (NYSEARCA:ILCV) Shares Acquired by Lauer Wealth LLC

Lauer Wealth LLC boosted its holdings in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 5.3% in the fourth quarter, HoldingsChannel reports. The firm owned 134,186 shares of the company’s stock after purchasing an additional 6,760 shares during the period. iShares Morningstar Value ETF makes up about 7.2% of Lauer Wealth LLC’s investment portfolio, making the stock its 6th biggest holding. Lauer Wealth LLC’s holdings in iShares Morningstar Value ETF were worth $10,866,000 as of its most recent filing with the SEC.

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

iShares Morningstar Value ETF Price Performance

Shares of ILCV opened at $82.19 on Friday. iShares Morningstar Value ETF has a one year low of $69.38 and a one year high of $85.63. The company has a market cap of $998.61 million, a PE ratio of 18.53 and a beta of 0.76. The stock has a 50-day moving average of $82.83 and a 200-day moving average of $81.05.

iShares Morningstar Value ETF Company Profile

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.