Madison Wealth Partners Inc Acquires 966 Shares of iShares Morningstar Value ETF (NYSEARCA:ILCV)

Madison Wealth Partners Inc lifted its position in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 2.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,444 shares of the company’s stock after acquiring an additional 966 shares during the quarter. iShares Morningstar Value ETF makes up approximately 0.9% of Madison Wealth Partners Inc’s portfolio, making the stock its 21st largest position. Madison Wealth Partners Inc’s holdings in iShares Morningstar Value ETF were worth $3,113,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Raymond James Financial Inc. bought a new stake in shares of iShares Morningstar Value ETF in the 4th quarter worth $32,251,000. Woodard & Co. Asset Management Group Inc. ADV grew its stake in shares of iShares Morningstar Value ETF by 4,585.5% in the 4th quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 288,156 shares of the company’s stock worth $23,335,000 after acquiring an additional 282,006 shares in the last quarter. SPC Financial Inc. grew its stake in shares of iShares Morningstar Value ETF by 2.4% in the 4th quarter. SPC Financial Inc. now owns 249,623 shares of the company’s stock worth $20,214,000 after acquiring an additional 5,816 shares in the last quarter. JPMorgan Chase & Co. grew its stake in shares of iShares Morningstar Value ETF by 9.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 144,983 shares of the company’s stock worth $11,918,000 after acquiring an additional 12,177 shares in the last quarter. Finally, Lauer Wealth LLC grew its stake in shares of iShares Morningstar Value ETF by 5.3% in the 4th quarter. Lauer Wealth LLC now owns 134,186 shares of the company’s stock worth $10,866,000 after acquiring an additional 6,760 shares in the last quarter.

iShares Morningstar Value ETF Price Performance

NYSEARCA ILCV opened at $80.10 on Thursday. The company has a fifty day moving average price of $83.05 and a 200-day moving average price of $82.58. The firm has a market cap of $1.01 billion, a price-to-earnings ratio of 20.41 and a beta of 0.92. iShares Morningstar Value ETF has a 1 year low of $72.83 and a 1 year high of $85.63.

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.