Wealth Forward LLC purchased a new position in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 97,108 shares of the company’s stock, valued at approximately $8,975,000. iShares Morningstar U.S. Equity ETF makes up approximately 5.2% of Wealth Forward LLC’s portfolio, making the stock its 8th largest holding. Wealth Forward LLC owned 0.78% of iShares Morningstar U.S. Equity ETF at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Cornerstone Planning Group LLC acquired a new stake in iShares Morningstar U.S. Equity ETF in the third quarter valued at approximately $57,000. Mather Group LLC. purchased a new stake in shares of iShares Morningstar U.S. Equity ETF during the 3rd quarter valued at $92,000. Allworth Financial LP acquired a new stake in shares of iShares Morningstar U.S. Equity ETF in the 2nd quarter worth $122,000. Sage Rhino Capital LLC purchased a new position in iShares Morningstar U.S. Equity ETF during the 3rd quarter worth $208,000. Finally, Integrated Wealth Concepts LLC purchased a new position in iShares Morningstar U.S. Equity ETF during the 1st quarter worth $214,000.
iShares Morningstar U.S. Equity ETF Stock Performance
Shares of ILCB stock opened at $95.56 on Thursday. iShares Morningstar U.S. Equity ETF has a fifty-two week low of $66.68 and a fifty-two week high of $96.54. The firm has a market capitalization of $1.19 billion, a price-to-earnings ratio of 26.16 and a beta of 1.01. The stock’s 50-day simple moving average is $95.12 and its 200-day simple moving average is $92.76.
iShares Morningstar U.S. Equity ETF Company Profile
The iShares Morningstar U.S. Equity ETF (ILCB) is an exchange-traded fund that is based on the Morningstar US Large-Mid Cap index. The fund tracks a market cap-weighted index consists of both growth and value stocks, selected from the top 90% of the US market-cap spectrum. ILCB was launched on Jun 28, 2004 and is managed by BlackRock.
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