17,873 Shares in iShares Morningstar Value ETF $ILCV Bought by Asempa Wealth Advisors

Asempa Wealth Advisors acquired a new position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 17,873 shares of the company’s stock, valued at approximately $1,686,000. iShares Morningstar Value ETF accounts for 1.5% of Asempa Wealth Advisors’ portfolio, making the stock its 19th largest position. Asempa Wealth Advisors owned about 0.14% of iShares Morningstar Value ETF as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Equitable Holdings Inc. raised its holdings in iShares Morningstar Value ETF by 2.9% during the second quarter. Equitable Holdings Inc. now owns 904,531 shares of the company’s stock worth $75,429,000 after acquiring an additional 25,171 shares in the last quarter. Bank of America Corp DE raised its position in iShares Morningstar Value ETF by 1.7% during the third quarter. Bank of America Corp DE now owns 825,721 shares of the company’s stock worth $74,331,000 after acquiring an additional 13,548 shares in the last quarter. UBS Group AG lifted its stake in iShares Morningstar Value ETF by 7.9% in the third quarter. UBS Group AG now owns 536,027 shares of the company’s stock valued at $48,253,000 after acquiring an additional 39,138 shares during the last quarter. Raymond James Financial Inc. increased its stake in shares of iShares Morningstar Value ETF by 0.4% during the 3rd quarter. Raymond James Financial Inc. now owns 412,651 shares of the company’s stock worth $37,147,000 after purchasing an additional 1,660 shares during the last quarter. Finally, JPMorgan Chase & Co. increased its stake in shares of iShares Morningstar Value ETF by 0.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 282,522 shares of the company’s stock worth $25,433,000 after purchasing an additional 1,843 shares during the last quarter.

iShares Morningstar Value ETF Stock Performance

Shares of ILCV stock opened at $91.96 on Monday. iShares Morningstar Value ETF has a 52-week low of $70.58 and a 52-week high of $98.41. The stock has a market cap of $1.13 billion, a price-to-earnings ratio of 19.33 and a beta of 0.88. The firm’s 50-day moving average is $96.30 and its 200-day moving average is $93.58.

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.