iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) Shares Sold by Panoramic Investment Advisors LLC

Panoramic Investment Advisors LLC cut its position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCVFree Report) by 5.5% in the fourth quarter, Holdings Channel reports. The firm owned 13,523 shares of the company’s stock after selling 781 shares during the period. Panoramic Investment Advisors LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $801,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in ISCV. Raymond James Financial Services Advisors Inc. lifted its position in iShares Morningstar Small-Cap Value ETF by 2.9% during the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 134,488 shares of the company’s stock worth $6,964,000 after acquiring an additional 3,780 shares during the period. Citigroup Inc. lifted its position in iShares Morningstar Small-Cap Value ETF by 37.0% during the 3rd quarter. Citigroup Inc. now owns 5,683 shares of the company’s stock worth $294,000 after acquiring an additional 1,535 shares during the period. UBS Group AG lifted its position in iShares Morningstar Small-Cap Value ETF by 2.0% during the 3rd quarter. UBS Group AG now owns 100,570 shares of the company’s stock worth $5,207,000 after acquiring an additional 1,940 shares during the period. Kestra Advisory Services LLC lifted its position in iShares Morningstar Small-Cap Value ETF by 5.2% during the 3rd quarter. Kestra Advisory Services LLC now owns 32,030 shares of the company’s stock worth $1,658,000 after acquiring an additional 1,594 shares during the period. Finally, Dynamic Advisor Solutions LLC acquired a new stake in iShares Morningstar Small-Cap Value ETF during the 4th quarter worth approximately $507,000.

iShares Morningstar Small-Cap Value ETF Stock Performance

iShares Morningstar Small-Cap Value ETF stock traded up $0.28 during mid-day trading on Wednesday, reaching $59.79. 4,433 shares of the company were exchanged, compared to its average volume of 14,822. iShares Morningstar Small-Cap Value ETF has a twelve month low of $47.64 and a twelve month high of $61.41. The firm’s 50-day simple moving average is $58.36 and its two-hundred day simple moving average is $55.35. The firm has a market cap of $424.51 million, a PE ratio of 10.13 and a beta of 1.25.

iShares Morningstar Small-Cap Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

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