Atria Investments LLC Has $445,000 Stock Holdings in iShares Morningstar Large-Cap ETF (NYSEARCA:JKD)

Atria Investments LLC reduced its position in shares of iShares Morningstar Large-Cap ETF (NYSEARCA:JKD) by 78.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,229 shares of the company’s stock after selling 8,026 shares during the period. Atria Investments LLC’s holdings in iShares Morningstar Large-Cap ETF were worth $445,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JKD. Hanson McClain Inc. bought a new position in shares of iShares Morningstar Large-Cap ETF during the first quarter worth about $26,000. Coastal Investment Advisors Inc. grew its position in shares of iShares Morningstar Large-Cap ETF by 87.4% during the second quarter. Coastal Investment Advisors Inc. now owns 418 shares of the company’s stock worth $70,000 after acquiring an additional 195 shares during the last quarter. TAP Consulting LLC bought a new position in shares of iShares Morningstar Large-Cap ETF during the first quarter worth about $435,000. NEXT Financial Group Inc lifted its holdings in iShares Morningstar Large-Cap ETF by 1,991.1% in the second quarter. NEXT Financial Group Inc now owns 1,652 shares of the company’s stock worth $273,000 after purchasing an additional 1,573 shares during the period. Finally, Wealthsource Partners LLC lifted its holdings in iShares Morningstar Large-Cap ETF by 4.3% in the second quarter. Wealthsource Partners LLC now owns 2,120 shares of the company’s stock worth $350,000 after purchasing an additional 87 shares during the period.

JKD stock traded up $0.67 during trading on Friday, hitting $170.67. The company had a trading volume of 9,500 shares, compared to its average volume of 13,363. The business has a 50 day moving average of $164.87 and a 200 day moving average of $163.32. iShares Morningstar Large-Cap ETF has a fifty-two week low of $133.55 and a fifty-two week high of $171.31.

iShares Morningstar Large-Cap ETF Company Profile

iShares Morningstar Large-Cap ETF (the Fund), formerly iShares Morningstar Large Core Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Morningstar Large Core Index (the Core Index). The Core Index measures the performance of stocks issued by large-capitalization companies that have exhibited average growth and value characteristics as determined by Morningstar’s index methodology.

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Institutional Ownership by Quarter for iShares Morningstar Large-Cap ETF (NYSEARCA:JKD)

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