Kestra Private Wealth Services LLC Purchases 128 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Kestra Private Wealth Services LLC lifted its position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,943 shares of the company’s stock after acquiring an additional 128 shares during the period. Kestra Private Wealth Services LLC’s holdings in iShares Morningstar Value ETF were worth $724,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the company. Barrett & Company Inc. boosted its holdings in shares of iShares Morningstar Value ETF by 2.5% during the 4th quarter. Barrett & Company Inc. now owns 98,727 shares of the company’s stock valued at $7,995,000 after acquiring an additional 2,376 shares during the last quarter. Avid Wealth Partners LLC purchased a new stake in iShares Morningstar Value ETF in the fourth quarter worth approximately $257,000. Stratos Wealth Partners LTD. bought a new stake in iShares Morningstar Value ETF in the 4th quarter worth approximately $230,000. Means Investment CO. Inc. purchased a new stake in iShares Morningstar Value ETF during the 4th quarter valued at $425,000. Finally, Horst & Graben Wealth Management LLC lifted its holdings in shares of iShares Morningstar Value ETF by 6.1% during the 4th quarter. Horst & Graben Wealth Management LLC now owns 7,736 shares of the company’s stock valued at $626,000 after buying an additional 445 shares during the period.

iShares Morningstar Value ETF Price Performance

ILCV stock opened at $84.49 on Friday. iShares Morningstar Value ETF has a 1 year low of $72.30 and a 1 year high of $85.63. The company has a market cap of $1.03 billion, a P/E ratio of 18.53 and a beta of 0.76. The stock’s fifty day moving average price is $82.62 and its 200-day moving average price is $81.91.

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.