15,031 Shares in iShares Morningstar Small-Cap Growth ETF $ISCG Bought by Jacksonville Wealth Management LLC

Jacksonville Wealth Management LLC purchased a new stake in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 15,031 shares of the company’s stock, valued at approximately $834,000. Jacksonville Wealth Management LLC owned approximately 0.10% of iShares Morningstar Small-Cap Growth ETF as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Atria Investments Inc raised its position in shares of iShares Morningstar Small-Cap Growth ETF by 0.8% during the 3rd quarter. Atria Investments Inc now owns 297,748 shares of the company’s stock valued at $16,170,000 after buying an additional 2,272 shares in the last quarter. Black Diamond Financial LLC boosted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 10.2% during the fourth quarter. Black Diamond Financial LLC now owns 209,843 shares of the company’s stock valued at $11,638,000 after purchasing an additional 19,508 shares during the period. Matrix Trust Co grew its holdings in shares of iShares Morningstar Small-Cap Growth ETF by 0.8% in the fourth quarter. Matrix Trust Co now owns 178,213 shares of the company’s stock worth $9,884,000 after purchasing an additional 1,430 shares during the last quarter. Steele Capital Management Inc. increased its stake in iShares Morningstar Small-Cap Growth ETF by 0.8% in the 4th quarter. Steele Capital Management Inc. now owns 178,213 shares of the company’s stock worth $9,884,000 after buying an additional 1,430 shares during the period. Finally, UBS Group AG lifted its holdings in iShares Morningstar Small-Cap Growth ETF by 4.3% during the 4th quarter. UBS Group AG now owns 168,497 shares of the company’s stock valued at $9,345,000 after buying an additional 6,902 shares in the last quarter.

iShares Morningstar Small-Cap Growth ETF Price Performance

iShares Morningstar Small-Cap Growth ETF stock opened at $61.97 on Tuesday. The stock has a market cap of $969.83 million, a price-to-earnings ratio of 26.03 and a beta of 1.13. The firm has a 50-day moving average of $57.76 and a two-hundred day moving average of $57.08. iShares Morningstar Small-Cap Growth ETF has a 1 year low of $46.30 and a 1 year high of $62.38.

About iShares Morningstar Small-Cap Growth ETF

The iShares Morningstar Small-Cap Growth ETF (ISCG) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap growth stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s growth style categorization. ISCG was launched on Jun 28, 2004 and is managed by BlackRock.