Diversify Advisory Services LLC Lowers Stake in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Diversify Advisory Services LLC lessened its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 14.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,517 shares of the company’s stock after selling 750 shares during the quarter. Diversify Advisory Services LLC’s holdings in iShares Morningstar U.S. Equity ETF were worth $364,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Strategic Blueprint LLC lifted its position in iShares Morningstar U.S. Equity ETF by 4.3% during the second quarter. Strategic Blueprint LLC now owns 9,314 shares of the company’s stock valued at $700,000 after acquiring an additional 384 shares during the last quarter. Creative Planning lifted its holdings in shares of iShares Morningstar U.S. Equity ETF by 5.3% during the 2nd quarter. Creative Planning now owns 7,983 shares of the company’s stock valued at $600,000 after purchasing an additional 400 shares during the last quarter. Olistico Wealth LLC acquired a new stake in shares of iShares Morningstar U.S. Equity ETF in the 2nd quarter worth $39,000. J.W. Cole Advisors Inc. boosted its position in shares of iShares Morningstar U.S. Equity ETF by 2.2% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 26,643 shares of the company’s stock worth $2,003,000 after purchasing an additional 563 shares in the last quarter. Finally, Atria Wealth Solutions Inc. grew its stake in iShares Morningstar U.S. Equity ETF by 2.5% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 28,007 shares of the company’s stock worth $2,105,000 after buying an additional 685 shares during the last quarter.

iShares Morningstar U.S. Equity ETF Stock Performance

iShares Morningstar U.S. Equity ETF stock opened at $78.61 on Friday. The stock has a market cap of $966.90 million, a PE ratio of 26.03 and a beta of 1.01. The stock has a 50-day moving average of $78.55 and a two-hundred day moving average of $75.45. iShares Morningstar U.S. Equity ETF has a one year low of $57.08 and a one year high of $81.03.

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.