Shared Vision Wealth Group LLC Sells 2,016 Shares of iShares Morningstar Value ETF $ILCV

Shared Vision Wealth Group LLC lowered its position in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 18.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,065 shares of the company’s stock after selling 2,016 shares during the period. Shared Vision Wealth Group LLC owned approximately 0.07% of iShares Morningstar Value ETF worth $761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Atria Wealth Solutions Inc. boosted its holdings in shares of iShares Morningstar Value ETF by 8.4% in the first quarter. Atria Wealth Solutions Inc. now owns 13,075 shares of the company’s stock valued at $1,065,000 after purchasing an additional 1,016 shares during the period. Assetmark Inc. raised its position in iShares Morningstar Value ETF by 815.4% during the 1st quarter. Assetmark Inc. now owns 75,390 shares of the company’s stock valued at $6,141,000 after purchasing an additional 67,154 shares in the last quarter. Mayflower Financial Advisors LLC purchased a new stake in shares of iShares Morningstar Value ETF in the 1st quarter worth $760,000. Matrix Trust Co grew its position in shares of iShares Morningstar Value ETF by 1.6% during the 2nd quarter. Matrix Trust Co now owns 700,341 shares of the company’s stock worth $58,401,000 after buying an additional 10,783 shares in the last quarter. Finally, Brand Asset Management Group Inc. increased its stake in shares of iShares Morningstar Value ETF by 4.1% during the second quarter. Brand Asset Management Group Inc. now owns 15,233 shares of the company’s stock valued at $1,270,000 after buying an additional 605 shares during the period.

iShares Morningstar Value ETF Price Performance

NYSEARCA:ILCV opened at $91.75 on Monday. The firm has a market cap of $1.13 billion, a PE ratio of 19.33 and a beta of 0.88. The company has a 50-day moving average of $89.99 and a 200 day moving average of $85.38. iShares Morningstar Value ETF has a 1-year low of $70.58 and a 1-year high of $92.36.

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.