Portland Financial Advisors Inc Takes Position in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Portland Financial Advisors Inc acquired a new position in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 4,387 shares of the company’s stock, valued at approximately $356,000.

Other institutional investors also recently bought and sold shares of the company. Evanson Asset Management LLC purchased a new position in iShares Morningstar U.S. Equity ETF during the fourth quarter worth about $203,000. Kingswood Wealth Advisors LLC purchased a new stake in shares of iShares Morningstar U.S. Equity ETF during the fourth quarter worth $281,000. MidAtlantic Capital Management Inc. purchased a new position in iShares Morningstar U.S. Equity ETF in the third quarter valued at $352,000. Jane Street Group LLC acquired a new position in iShares Morningstar U.S. Equity ETF during the 3rd quarter worth $410,000. Finally, Capital Management Associates Inc increased its holdings in iShares Morningstar U.S. Equity ETF by 4.1% during the 4th quarter. Capital Management Associates Inc now owns 6,696 shares of the company’s stock worth $543,000 after purchasing an additional 265 shares during the period.

iShares Morningstar U.S. Equity ETF Stock Performance

Shares of iShares Morningstar U.S. Equity ETF stock opened at $83.11 on Monday. The business has a 50-day simple moving average of $83.01 and a 200-day simple moving average of $80.81. iShares Morningstar U.S. Equity ETF has a one year low of $68.34 and a one year high of $85.07. The company has a market cap of $1.02 billion, a PE ratio of 26.03 and a beta of 1.01.

About iShares Morningstar U.S. Equity ETF

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.