EP Wealth Advisors LLC Makes New $2.19 Million Investment in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

EP Wealth Advisors LLC acquired a new position in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) in the third quarter, Holdings Channel.com reports. The firm acquired 34,477 shares of the company’s stock, valued at approximately $2,189,000.

A number of other large investors also recently added to or reduced their stakes in ISCV. Cetera Investment Advisers raised its position in iShares Morningstar Small-Cap Value ETF by 148.5% during the first quarter. Cetera Investment Advisers now owns 40,537 shares of the company’s stock worth $2,481,000 after acquiring an additional 24,223 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in iShares Morningstar Small-Cap Value ETF by 2.1% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 9,447 shares of the company’s stock worth $547,000 after acquiring an additional 193 shares during the period. Cambridge Investment Research Advisors Inc. raised its position in shares of iShares Morningstar Small-Cap Value ETF by 0.6% in the second quarter. Cambridge Investment Research Advisors Inc. now owns 33,412 shares of the company’s stock valued at $1,935,000 after buying an additional 188 shares during the last quarter. Key Financial Inc raised its position in shares of iShares Morningstar Small-Cap Value ETF by 243.1% in the second quarter. Key Financial Inc now owns 6,491 shares of the company’s stock valued at $376,000 after buying an additional 4,599 shares during the last quarter. Finally, VAUGHAN & Co SECURITIES INC. raised its position in shares of iShares Morningstar Small-Cap Value ETF by 3.2% in the second quarter. VAUGHAN & Co SECURITIES INC. now owns 262,778 shares of the company’s stock valued at $15,218,000 after buying an additional 8,110 shares during the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Down 0.2 %

Shares of NYSEARCA ISCV opened at $67.70 on Tuesday. The firm has a 50-day simple moving average of $65.37 and a 200-day simple moving average of $62.10. The stock has a market capitalization of $470.52 million, a price-to-earnings ratio of 11.10 and a beta of 1.14. iShares Morningstar Small-Cap Value ETF has a 52 week low of $55.08 and a 52 week high of $70.13.

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.