3,413 Shares in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) Purchased by Sage Financial Group Inc.

Sage Financial Group Inc. acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,413 shares of the company’s stock, valued at approximately $202,000.

Several other institutional investors have also modified their holdings of the stock. Patriot Investment Management Group Inc. purchased a new stake in iShares Morningstar Small-Cap Value ETF during the 4th quarter valued at $34,000. Bartlett & CO. Wealth Management LLC purchased a new stake in shares of iShares Morningstar Small-Cap Value ETF in the fourth quarter valued at $53,000. Intrepid Capital Management Inc. purchased a new stake in shares of iShares Morningstar Small-Cap Value ETF in the second quarter valued at $66,000. FMR LLC lifted its holdings in shares of iShares Morningstar Small-Cap Value ETF by 16.2% in the 2nd quarter. FMR LLC now owns 1,359 shares of the company’s stock worth $68,000 after acquiring an additional 189 shares during the last quarter. Finally, CI Private Wealth LLC bought a new position in iShares Morningstar Small-Cap Value ETF during the 4th quarter valued at about $82,000.

iShares Morningstar Small-Cap Value ETF Stock Up 0.6 %

iShares Morningstar Small-Cap Value ETF stock traded up $0.38 during midday trading on Thursday, reaching $61.14. The stock had a trading volume of 10,578 shares, compared to its average volume of 14,538. iShares Morningstar Small-Cap Value ETF has a 52-week low of $47.64 and a 52-week high of $61.32. The company has a fifty day moving average of $58.08 and a 200 day moving average of $55.14. The firm has a market cap of $434.09 million, a price-to-earnings ratio of 10.13 and a beta of 1.25.

About iShares Morningstar Small-Cap Value ETF

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.