Opulen Financial Group LLC Sells 868 Shares of iShares Morningstar Small-Cap ETF $ISCB

Opulen Financial Group LLC lessened its holdings in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) by 10.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,517 shares of the company’s stock after selling 868 shares during the quarter. Opulen Financial Group LLC’s holdings in iShares Morningstar Small-Cap ETF were worth $438,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Wealth Enhancement Advisory Services LLC purchased a new position in shares of iShares Morningstar Small-Cap ETF during the 4th quarter valued at $217,000. Cetera Investment Advisers lifted its position in shares of iShares Morningstar Small-Cap ETF by 5.8% during the 1st quarter. Cetera Investment Advisers now owns 9,039 shares of the company’s stock valued at $490,000 after buying an additional 499 shares during the last quarter. Apexium Financial LP lifted its position in shares of iShares Morningstar Small-Cap ETF by 75.9% during the 1st quarter. Apexium Financial LP now owns 9,217 shares of the company’s stock valued at $499,000 after buying an additional 3,977 shares during the last quarter. WPG Advisers LLC purchased a new position in shares of iShares Morningstar Small-Cap ETF during the 1st quarter valued at $88,000. Finally, Jim Saulnier & Associates LLC lifted its position in shares of iShares Morningstar Small-Cap ETF by 4.2% during the 1st quarter. Jim Saulnier & Associates LLC now owns 10,844 shares of the company’s stock valued at $587,000 after buying an additional 441 shares during the last quarter. Hedge funds and other institutional investors own 0.01% of the company’s stock.

iShares Morningstar Small-Cap ETF Price Performance

Shares of NYSEARCA ISCB opened at $63.83 on Wednesday. iShares Morningstar Small-Cap ETF has a one year low of $46.59 and a one year high of $64.88. The business’s fifty day moving average price is $62.20 and its 200-day moving average price is $57.98. The stock has a market capitalization of $252.13 million, a PE ratio of 36.68 and a beta of 1.15.

iShares Morningstar Small-Cap ETF Profile

The iShares Morningstar Small-Cap ETF (ISCB) is an exchange-traded fund that is based on the Morningstar US Small Cap Extended index, a market-cap-weighted index of US small-cap stocks ISCB was launched on Jun 28, 2004 and is managed by BlackRock.