Pearl Planning LLC Makes New $498,000 Investment in iShares Morningstar Value ETF $ILCV

Pearl Planning LLC bought a new position in shares of iShares Morningstar Value ETF (NYSEARCA:ILCV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,279 shares of the company’s stock, valued at approximately $498,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. MGO One Seven LLC acquired a new stake in shares of iShares Morningstar Value ETF during the fourth quarter worth $201,000. One Wealth Advisors LLC raised its holdings in shares of iShares Morningstar Value ETF by 3.3% during the fourth quarter. One Wealth Advisors LLC now owns 6,948 shares of the company’s stock worth $656,000 after purchasing an additional 219 shares during the period. RCW Management LLC acquired a new stake in shares of iShares Morningstar Value ETF during the fourth quarter worth $402,000. Strategic Blueprint LLC raised its holdings in shares of iShares Morningstar Value ETF by 23.8% during the fourth quarter. Strategic Blueprint LLC now owns 33,650 shares of the company’s stock worth $3,175,000 after purchasing an additional 6,474 shares during the period. Finally, Sanctuary Advisors LLC raised its holdings in shares of iShares Morningstar Value ETF by 1.9% during the fourth quarter. Sanctuary Advisors LLC now owns 44,059 shares of the company’s stock worth $4,157,000 after purchasing an additional 820 shares during the period.

iShares Morningstar Value ETF Stock Performance

Shares of NYSEARCA:ILCV opened at $99.89 on Friday. The stock has a market capitalization of $1.25 billion, a price-to-earnings ratio of 19.33 and a beta of 0.81. iShares Morningstar Value ETF has a 1-year low of $78.92 and a 1-year high of $100.20. The company’s fifty day moving average is $95.69 and its two-hundred day moving average is $95.00.

iShares Morningstar Value ETF Company 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.