Barrett & Company Inc. Buys 9,412 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Barrett & Company Inc. lifted its stake in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 10.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 96,351 shares of the company’s stock after acquiring an additional 9,412 shares during the period. iShares Morningstar Value ETF accounts for approximately 3.4% of Barrett & Company Inc.’s holdings, making the stock its 5th biggest position. Barrett & Company Inc.’s holdings in iShares Morningstar Value ETF were worth $7,920,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. LRI Investments LLC bought a new position in iShares Morningstar Value ETF during the first quarter valued at about $131,000. Wedbush Securities Inc. lifted its holdings in iShares Morningstar Value ETF by 24.9% in the 2nd quarter. Wedbush Securities Inc. now owns 3,346 shares of the company’s stock valued at $255,000 after acquiring an additional 666 shares during the last quarter. Willis Johnson & Associates Inc. bought a new position in shares of iShares Morningstar Value ETF during the 2nd quarter valued at about $290,000. B. Riley Wealth Advisors Inc. grew its stake in shares of iShares Morningstar Value ETF by 8.7% in the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 4,841 shares of the company’s stock worth $369,000 after purchasing an additional 386 shares during the last quarter. Finally, Detalus Advisors LLC grew its stake in shares of iShares Morningstar Value ETF by 17.3% in the 2nd quarter. Detalus Advisors LLC now owns 5,192 shares of the company’s stock worth $396,000 after purchasing an additional 765 shares during the last quarter.

iShares Morningstar Value ETF Trading Up 0.5 %

ILCV stock traded up $0.39 on Monday, hitting $82.29. 1,275 shares of the company’s stock traded hands, compared to its average volume of 24,327. The stock has a market cap of $999.82 million, a price-to-earnings ratio of 18.53 and a beta of 0.76. iShares Morningstar Value ETF has a 1-year low of $61.87 and a 1-year high of $83.71. The stock has a fifty day moving average of $81.38 and a 200-day moving average of $78.13.

iShares Morningstar Value ETF 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.