Geneos Wealth Management Inc. Increases Stock Position in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Geneos Wealth Management Inc. lifted its holdings in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 77.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,900 shares of the company’s stock after buying an additional 830 shares during the quarter. Geneos Wealth Management Inc.’s holdings in iShares Morningstar Value ETF were worth $154,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Janney Montgomery Scott LLC increased its stake in shares of iShares Morningstar Value ETF by 51.6% during the fourth quarter. Janney Montgomery Scott LLC now owns 52,743 shares of the company’s stock valued at $4,271,000 after purchasing an additional 17,950 shares in the last quarter. Kiley Juergens Wealth Management LLC boosted its holdings in iShares Morningstar Value ETF by 0.9% in the fourth quarter. Kiley Juergens Wealth Management LLC now owns 87,455 shares of the company’s stock worth $7,082,000 after acquiring an additional 738 shares in the last quarter. Lauer Wealth LLC grew its stake in shares of iShares Morningstar Value ETF by 5.3% in the fourth quarter. Lauer Wealth LLC now owns 134,186 shares of the company’s stock worth $10,866,000 after acquiring an additional 6,760 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares Morningstar Value ETF by 9.2% during the third quarter. JPMorgan Chase & Co. now owns 144,983 shares of the company’s stock valued at $11,918,000 after acquiring an additional 12,177 shares in the last quarter. Finally, Sanctuary Advisors LLC raised its position in shares of iShares Morningstar Value ETF by 26.9% in the 3rd quarter. Sanctuary Advisors LLC now owns 32,654 shares of the company’s stock worth $2,757,000 after purchasing an additional 6,918 shares during the last quarter.

iShares Morningstar Value ETF Stock Performance

Shares of ILCV stock opened at $84.46 on Friday. The company has a market capitalization of $1.03 billion, a price-to-earnings ratio of 18.53 and a beta of 0.76. iShares Morningstar Value ETF has a one year low of $71.04 and a one year high of $85.63. The company’s 50-day moving average is $82.83 and its 200 day moving average is $81.50.

About iShares Morningstar Value ETF

The iShares Morningstar Value ETF (ILCV) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of value stocks, selected from the top 90% of the US market-cap spectrum. ILCV was launched on Jun 28, 2004 and is managed by BlackRock.