Proactive Wealth Strategies LLC Takes Position in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Proactive Wealth Strategies LLC purchased a new stake in iShares Morningstar Value ETF (NYSEARCA:ILCV) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 4,329 shares of the company’s stock, valued at approximately $356,000.

Other hedge funds also recently made changes to their positions in the company. Raymond James & Associates boosted its stake in iShares Morningstar Value ETF by 1.0% during the third quarter. Raymond James & Associates now owns 261,980 shares of the company’s stock valued at $21,535,000 after buying an additional 2,618 shares during the period. Commonwealth Equity Services LLC boosted its stake in iShares Morningstar Value ETF by 2.4% during the second quarter. Commonwealth Equity Services LLC now owns 134,541 shares of the company’s stock valued at $10,269,000 after buying an additional 3,110 shares during the period. Lauer Wealth LLC boosted its stake in iShares Morningstar Value ETF by 2.5% during the third quarter. Lauer Wealth LLC now owns 127,426 shares of the company’s stock valued at $10,508,000 after buying an additional 3,098 shares during the period. Barrett & Company Inc. lifted its stake in iShares Morningstar Value ETF by 10.8% during the third quarter. Barrett & Company Inc. now owns 96,351 shares of the company’s stock worth $7,920,000 after purchasing an additional 9,412 shares during the last quarter. Finally, Kiley Juergens Wealth Management LLC lifted its stake in iShares Morningstar Value ETF by 2.0% during the second quarter. Kiley Juergens Wealth Management LLC now owns 82,494 shares of the company’s stock worth $6,296,000 after purchasing an additional 1,612 shares during the last quarter.

iShares Morningstar Value ETF Stock Up 0.1 %

Shares of ILCV stock opened at $84.24 on Tuesday. The business has a 50-day moving average price of $81.81 and a two-hundred day moving average price of $78.79. iShares Morningstar Value ETF has a 12-month low of $64.49 and a 12-month high of $84.55. The firm has a market cap of $1.02 billion, a P/E ratio of 18.53 and a beta of 0.76.

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.