Heritage Oak Wealth Advisors LLC Purchases New Shares in iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Heritage Oak Wealth Advisors LLC acquired a new stake in iShares Morningstar Growth ETF (NYSEARCA:ILCG) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,459 shares of the company’s stock, valued at approximately $579,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. MidAtlantic Capital Management Inc. acquired a new position in iShares Morningstar Growth ETF during the third quarter worth $45,000. McCarthy & Cox purchased a new stake in iShares Morningstar Growth ETF in the fourth quarter valued at approximately $202,000. Mathes Company Inc. acquired a new stake in shares of iShares Morningstar Growth ETF during the 3rd quarter worth $210,000. Good Life Advisors LLC acquired a new position in shares of iShares Morningstar Growth ETF during the 4th quarter valued at $215,000. Finally, JGP Wealth Management LLC purchased a new stake in iShares Morningstar Growth ETF during the 4th quarter worth $225,000.

iShares Morningstar Growth ETF Price Performance

Shares of NYSEARCA ILCG opened at $89.22 on Thursday. iShares Morningstar Growth ETF has a 1-year low of $70.48 and a 1-year high of $94.61. The business has a 50-day moving average of $91.59 and a 200-day moving average of $87.64. The company has a market capitalization of $2.49 billion, a price-to-earnings ratio of 38.76 and a beta of 1.24.

About iShares Morningstar Growth ETF

The iShares Morningstar Growth ETF (ILCG) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of growth stocks, selected from the top 90% of the US market-cap spectrum. ILCG was launched on Jun 28, 2004 and is managed by BlackRock.