Ipsen Advisor Group LLC Acquires New Position in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Ipsen Advisor Group LLC acquired a new stake in iShares Morningstar Value ETF (NYSEARCA:ILCV) during the 4th quarter, HoldingsChannel reports. The firm acquired 11,397 shares of the company’s stock, valued at approximately $923,000.

A number of other institutional investors also recently modified their holdings of the stock. Orion Portfolio Solutions LLC increased its position in iShares Morningstar Value ETF by 34.3% during the third quarter. Orion Portfolio Solutions LLC now owns 7,979 shares of the company’s stock worth $656,000 after buying an additional 2,037 shares during the last quarter. Sanctuary Advisors LLC increased its holdings in shares of iShares Morningstar Value ETF by 26.9% during the 3rd quarter. Sanctuary Advisors LLC now owns 32,654 shares of the company’s stock valued at $2,757,000 after acquiring an additional 6,918 shares during the last quarter. JPMorgan Chase & Co. raised 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 valued at $11,918,000 after acquiring an additional 12,177 shares in the last quarter. Lauer Wealth LLC lifted its holdings in 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 purchasing an additional 6,760 shares during the last quarter. Finally, Kiley Juergens Wealth Management LLC boosted its position in iShares Morningstar Value ETF by 0.9% during the fourth quarter. Kiley Juergens Wealth Management LLC now owns 87,455 shares of the company’s stock worth $7,082,000 after purchasing an additional 738 shares during the period.

iShares Morningstar Value ETF Stock Performance

Shares of NYSEARCA:ILCV opened at $81.88 on Wednesday. iShares Morningstar Value ETF has a 52-week low of $72.83 and a 52-week high of $85.63. The company has a market cap of $986.65 million, a P/E ratio of 20.11 and a beta of 0.92. The stock’s 50-day moving average is $83.09 and its 200-day moving average is $82.63.

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.