Gladstone Institutional Advisory LLC Has $2.28 Million Stock Holdings in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Gladstone Institutional Advisory LLC cut its stake in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) by 1.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,856 shares of the company’s stock after selling 684 shares during the period. Gladstone Institutional Advisory LLC owned approximately 0.97% of iShares Morningstar Small-Cap ETF worth $2,279,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Jim Saulnier & Associates LLC grew its position in shares of iShares Morningstar Small-Cap ETF by 29.0% in the 4th quarter. Jim Saulnier & Associates LLC now owns 10,403 shares of the company’s stock valued at $610,000 after buying an additional 2,339 shares during the last quarter. Apexium Financial LP acquired a new position in iShares Morningstar Small-Cap ETF during the 4th quarter worth approximately $307,000. Goldstein Advisors LLC raised its stake in iShares Morningstar Small-Cap ETF by 1.4% during the 4th quarter. Goldstein Advisors LLC now owns 42,253 shares of the company’s stock worth $2,479,000 after buying an additional 574 shares during the period. JPMorgan Chase & Co. raised its stake in iShares Morningstar Small-Cap ETF by 1,358.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 10,675 shares of the company’s stock worth $626,000 after buying an additional 9,943 shares during the period. Finally, MML Investors Services LLC raised its stake in iShares Morningstar Small-Cap ETF by 26.0% during the 3rd quarter. MML Investors Services LLC now owns 9,462 shares of the company’s stock worth $555,000 after buying an additional 1,952 shares during the period.

iShares Morningstar Small-Cap ETF Stock Performance

Shares of ISCB opened at $59.96 on Thursday. The stock has a 50 day moving average price of $60.40 and a two-hundred day moving average price of $59.20. The firm has a market capitalization of $239.84 million, a P/E ratio of 14.39 and a beta of 1.18. iShares Morningstar Small-Cap ETF has a 52 week low of $51.32 and a 52 week high of $64.66.

About iShares Morningstar Small-Cap ETF

The iShares Morningstar Small-Cap ETF (ISCB) is an exchange-traded fund that is based on the Morningstar US Small Cap Extended index, a market-cap-weighted index of US small-cap stocks ISCB was launched on Jun 28, 2004 and is managed by BlackRock.