Corient Private Wealth LLC Acquires 347 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Corient Private Wealth LLC grew its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCVFree Report) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,919 shares of the company’s stock after purchasing an additional 347 shares during the period. Corient Private Wealth LLC owned approximately 0.31% of iShares Morningstar Small-Cap Value ETF worth $1,298,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of ISCV. Rodgers & Associates LTD grew its stake in iShares Morningstar Small-Cap Value ETF by 0.8% during the fourth quarter. Rodgers & Associates LTD now owns 31,519 shares of the company’s stock valued at $1,866,000 after acquiring an additional 235 shares in the last quarter. Mariner LLC grew its stake in iShares Morningstar Small-Cap Value ETF by 3.7% during the third quarter. Mariner LLC now owns 12,457 shares of the company’s stock valued at $645,000 after acquiring an additional 449 shares in the last quarter. Principal Securities Inc. purchased a new position in iShares Morningstar Small-Cap Value ETF during the fourth quarter valued at approximately $30,000. Avantax Advisory Services Inc. grew its stake in iShares Morningstar Small-Cap Value ETF by 0.9% during the third quarter. Avantax Advisory Services Inc. now owns 67,155 shares of the company’s stock valued at $3,477,000 after acquiring an additional 625 shares in the last quarter. Finally, Jackson Creek Investment Advisors LLC grew its stake in iShares Morningstar Small-Cap Value ETF by 4.8% during the fourth quarter. Jackson Creek Investment Advisors LLC now owns 22,512 shares of the company’s stock valued at $1,333,000 after acquiring an additional 1,027 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Trading Up 1.4 %

Shares of NYSEARCA:ISCV opened at $59.73 on Monday. The company has a 50 day moving average of $58.97 and a 200 day moving average of $57.83. The stock has a market cap of $415.12 million, a P/E ratio of 11.10 and a beta of 1.14. iShares Morningstar Small-Cap Value ETF has a 12 month low of $47.64 and a 12 month high of $61.41.

iShares Morningstar Small-Cap Value ETF Profile

(Free Report)

The iShares Morningstar Small-Cap Value ETF (ISCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap value stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s value style categorization.

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Institutional Ownership by Quarter for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

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