iShares Morningstar U.S. Equity ETF (NYSEARCA:JKD) Shares Acquired by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. lifted its holdings in iShares Morningstar U.S. Equity ETF (NYSEARCA:JKD) by 300.0% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,860 shares of the company’s stock after purchasing an additional 6,645 shares during the period. Dana Investment Advisors Inc.’s holdings in iShares Morningstar U.S. Equity ETF were worth $538,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. GenWealth Group Inc. grew its holdings in shares of iShares Morningstar U.S. Equity ETF by 174.0% in the second quarter. GenWealth Group Inc. now owns 6,282 shares of the company’s stock valued at $381,000 after purchasing an additional 3,989 shares in the last quarter. Brand Asset Management Group Inc. grew its holdings in iShares Morningstar U.S. Equity ETF by 299.5% during the 2nd quarter. Brand Asset Management Group Inc. now owns 72,948 shares of the company’s stock worth $4,431,000 after acquiring an additional 54,689 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in iShares Morningstar U.S. Equity ETF by 270.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 4,162 shares of the company’s stock worth $245,000 after acquiring an additional 3,037 shares in the last quarter. Avantax Advisory Services Inc. grew its holdings in iShares Morningstar U.S. Equity ETF by 39.8% during the 1st quarter. Avantax Advisory Services Inc. now owns 28,290 shares of the company’s stock worth $6,345,000 after acquiring an additional 8,060 shares in the last quarter. Finally, Lakeview Capital Partners LLC grew its holdings in iShares Morningstar U.S. Equity ETF by 299.1% during the 2nd quarter. Lakeview Capital Partners LLC now owns 3,141 shares of the company’s stock worth $191,000 after acquiring an additional 2,354 shares in the last quarter.

Shares of NYSEARCA:JKD opened at $62.77 on Wednesday. iShares Morningstar U.S. Equity ETF has a twelve month low of $122.90 and a twelve month high of $224.94. The firm has a 50 day simple moving average of $68.88 and a 200-day simple moving average of $103.39.

About iShares Morningstar U.S. Equity ETF

iShares Morningstar Large-Cap ETF (the Fund), formerly iShares Morningstar Large Core Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Morningstar Large Core Index (the Core Index). The Core Index measures the performance of stocks issued by large-capitalization companies that have exhibited average growth and value characteristics as determined by Morningstar’s index methodology.

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Institutional Ownership by Quarter for iShares Morningstar U.S. Equity ETF (NYSEARCA:JKD)

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