iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) Shares Bought by Rodgers & Associates LTD

Rodgers & Associates LTD raised its stake in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 0.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,519 shares of the company’s stock after acquiring an additional 235 shares during the period. Rodgers & Associates LTD owned approximately 0.44% of iShares Morningstar Small-Cap Value ETF worth $1,866,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Jackson Creek Investment Advisors LLC grew its holdings in iShares Morningstar Small-Cap Value ETF by 1.4% during the 3rd quarter. Jackson Creek Investment Advisors LLC now owns 21,485 shares of the company’s stock worth $1,112,000 after acquiring an additional 297 shares in the last quarter. CWM LLC lifted its holdings in shares of iShares Morningstar Small-Cap Value ETF by 13.6% during the third quarter. CWM LLC now owns 3,695 shares of the company’s stock worth $191,000 after purchasing an additional 443 shares during the period. Mariner LLC increased its stake in iShares Morningstar Small-Cap Value ETF by 3.7% in the 3rd quarter. Mariner LLC now owns 12,457 shares of the company’s stock valued at $645,000 after buying an additional 449 shares during the period. Black Diamond Financial LLC raised its position in iShares Morningstar Small-Cap Value ETF by 4.8% during the 3rd quarter. Black Diamond Financial LLC now owns 10,300 shares of the company’s stock worth $533,000 after buying an additional 471 shares during the last quarter. Finally, Avantax Advisory Services Inc. lifted its stake in shares of iShares Morningstar Small-Cap Value ETF by 0.9% in the 3rd quarter. Avantax Advisory Services Inc. now owns 67,155 shares of the company’s stock worth $3,477,000 after acquiring an additional 625 shares during the period.

iShares Morningstar Small-Cap Value ETF Price Performance

Shares of ISCV stock traded down $0.53 during midday trading on Thursday, reaching $57.60. 7,407 shares of the company traded hands, compared to its average volume of 15,220. iShares Morningstar Small-Cap Value ETF has a 1-year low of $47.64 and a 1-year high of $61.41. The firm has a market cap of $403.17 million, a PE ratio of 10.79 and a beta of 1.15. The firm’s 50 day simple moving average is $58.58 and its two-hundred day simple moving average is $56.06.

About iShares Morningstar Small-Cap Value ETF

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.