Avantax Advisory Services Inc. Has $4.07 Million Stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Avantax Advisory Services Inc. boosted its holdings in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCVFree Report) by 1.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,233 shares of the company’s stock after purchasing an additional 797 shares during the period. Avantax Advisory Services Inc. owned 0.92% of iShares Morningstar Small-Cap Value ETF worth $4,073,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. increased its holdings in iShares Morningstar Small-Cap Value ETF by 125.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 40,071 shares of the company’s stock valued at $2,544,000 after purchasing an additional 22,264 shares in the last quarter. Janney Montgomery Scott LLC increased its stake in shares of iShares Morningstar Small-Cap Value ETF by 9.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 14,791 shares of the company’s stock valued at $938,000 after buying an additional 1,322 shares during the period. IHT Wealth Management LLC increased its stake in shares of iShares Morningstar Small-Cap Value ETF by 69.6% in the 3rd quarter. IHT Wealth Management LLC now owns 40,396 shares of the company’s stock valued at $2,552,000 after buying an additional 16,575 shares during the period. Jones Financial Companies Lllp increased its stake in shares of iShares Morningstar Small-Cap Value ETF by 150.6% in the 4th quarter. Jones Financial Companies Lllp now owns 4,901 shares of the company’s stock valued at $311,000 after buying an additional 2,945 shares during the period. Finally, Rodgers & Associates LTD increased its stake in shares of iShares Morningstar Small-Cap Value ETF by 1.3% in the 4th quarter. Rodgers & Associates LTD now owns 32,691 shares of the company’s stock valued at $2,073,000 after buying an additional 424 shares during the period.

iShares Morningstar Small-Cap Value ETF Stock Performance

NYSEARCA ISCV opened at $59.54 on Friday. The stock has a fifty day moving average of $63.59 and a 200-day moving average of $64.10. The stock has a market capitalization of $419.76 million, a P/E ratio of 14.17 and a beta of 1.27. iShares Morningstar Small-Cap Value ETF has a 52 week low of $55.96 and a 52 week high of $70.13.

iShares Morningstar Small-Cap Value ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

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