130,560 Shares in iShares Morningstar Value ETF $ILCV Acquired by Northwest Wealth Advisors LLC

Northwest Wealth Advisors LLC acquired a new position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 130,560 shares of the company’s stock, valued at approximately $12,320,000. iShares Morningstar Value ETF accounts for approximately 9.6% of Northwest Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position. Northwest Wealth Advisors LLC owned 1.07% of iShares Morningstar Value ETF at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in ILCV. Integrated Wealth Concepts LLC bought a new position in iShares Morningstar Value ETF during the 1st quarter worth $605,000. Jones Financial Companies Lllp increased its stake in iShares Morningstar Value ETF by 578.4% during the 1st quarter. Jones Financial Companies Lllp now owns 3,392 shares of the company’s stock worth $276,000 after acquiring an additional 2,892 shares during the period. Goldman Sachs Group Inc. increased its stake in iShares Morningstar Value ETF by 509.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 21,520 shares of the company’s stock worth $1,753,000 after acquiring an additional 17,988 shares during the period. Creative Planning increased its stake in iShares Morningstar Value ETF by 9.7% during the 2nd quarter. Creative Planning now owns 5,105 shares of the company’s stock worth $426,000 after acquiring an additional 453 shares during the period. Finally, Raymond James Financial Inc. increased its stake in iShares Morningstar Value ETF by 2.0% during the 2nd quarter. Raymond James Financial Inc. now owns 410,991 shares of the company’s stock worth $34,273,000 after acquiring an additional 7,955 shares during the period.

iShares Morningstar Value ETF Price Performance

iShares Morningstar Value ETF stock opened at $100.89 on Friday. The stock’s fifty day moving average price is $96.38 and its two-hundred day moving average price is $95.63. iShares Morningstar Value ETF has a one year low of $79.13 and a one year high of $100.91. The firm has a market cap of $1.26 billion, a PE ratio of 19.33 and a beta of 0.81.

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.