Silver Oak Securities Incorporated Has $371,000 Holdings in iShares Morningstar U.S. Equity ETF $ILCB

Silver Oak Securities Incorporated lessened its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 76.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,129 shares of the company’s stock after selling 13,694 shares during the quarter. Silver Oak Securities Incorporated’s holdings in iShares Morningstar U.S. Equity ETF were worth $371,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Exchange Traded Concepts LLC grew its position in iShares Morningstar U.S. Equity ETF by 10.4% in the fourth quarter. Exchange Traded Concepts LLC now owns 519,869 shares of the company’s stock valued at $49,065,000 after acquiring an additional 48,866 shares during the period. Ameriprise Financial Inc. lifted its holdings in shares of iShares Morningstar U.S. Equity ETF by 4.1% during the third quarter. Ameriprise Financial Inc. now owns 514,702 shares of the company’s stock valued at $47,574,000 after acquiring an additional 20,495 shares during the period. LPL Financial LLC boosted its stake in shares of iShares Morningstar U.S. Equity ETF by 18.9% in the 4th quarter. LPL Financial LLC now owns 246,468 shares of the company’s stock valued at $23,262,000 after purchasing an additional 39,225 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Morningstar U.S. Equity ETF by 1,164.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 236,755 shares of the company’s stock valued at $22,345,000 after purchasing an additional 218,027 shares in the last quarter. Finally, Cetera Investment Advisers grew its holdings in shares of iShares Morningstar U.S. Equity ETF by 5.7% in the 4th quarter. Cetera Investment Advisers now owns 208,351 shares of the company’s stock worth $19,664,000 after purchasing an additional 11,151 shares during the last quarter.

iShares Morningstar U.S. Equity ETF Stock Down 0.3%

Shares of iShares Morningstar U.S. Equity ETF stock opened at $101.43 on Friday. The stock has a market capitalization of $1.25 billion, a P/E ratio of 26.16 and a beta of 1.02. The company has a 50-day simple moving average of $101.84 and a 200 day simple moving average of $96.74. iShares Morningstar U.S. Equity ETF has a 12-month low of $84.75 and a 12-month high of $105.39.

iShares Morningstar U.S. Equity ETF 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.