Key Financial Inc Acquires 1,660 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Key Financial Inc boosted its position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 24.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,486 shares of the company’s stock after acquiring an additional 1,660 shares during the quarter. Key Financial Inc owned 0.12% of iShares Morningstar Small-Cap Value ETF worth $538,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of ISCV. Christopher J. Hasenberg Inc acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF in the fourth quarter valued at about $4,671,000. IHT Wealth Management LLC lifted its holdings in iShares Morningstar Small-Cap Value ETF by 69.6% during the third quarter. IHT Wealth Management LLC now owns 40,396 shares of the company’s stock worth $2,552,000 after acquiring an additional 16,575 shares during the period. JPMorgan Chase & Co. increased its position in iShares Morningstar Small-Cap Value ETF by 125.0% in the third quarter. JPMorgan Chase & Co. now owns 40,071 shares of the company’s stock worth $2,544,000 after buying an additional 22,264 shares during the last quarter. EP Wealth Advisors LLC purchased a new stake in iShares Morningstar Small-Cap Value ETF in the third quarter worth $2,189,000. Finally, Rodgers & Associates LTD grew its position in shares of iShares Morningstar Small-Cap Value ETF by 1.3% in the fourth quarter. Rodgers & Associates LTD now owns 32,691 shares of the company’s stock valued at $2,073,000 after purchasing an additional 424 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Up 0.2 %

iShares Morningstar Small-Cap Value ETF stock opened at $65.15 on Tuesday. iShares Morningstar Small-Cap Value ETF has a 52 week low of $55.96 and a 52 week high of $70.13. The business has a 50-day simple moving average of $64.61 and a 200 day simple moving average of $63.95. The stock has a market cap of $452.79 million, a price-to-earnings ratio of 11.10 and a beta of 1.14.

iShares Morningstar Small-Cap Value ETF Profile

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.