Stuart Chaussee & Associates Inc. Makes New $51,000 Investment in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Stuart Chaussee & Associates Inc. bought a new stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 800 shares of the company’s stock, valued at approximately $51,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Focus Partners Wealth purchased a new position in shares of iShares Morningstar Small-Cap Value ETF in the 4th quarter worth about $3,690,000. EP Wealth Advisors LLC increased its position in iShares Morningstar Small-Cap Value ETF by 11.4% during the 4th quarter. EP Wealth Advisors LLC now owns 38,395 shares of the company’s stock worth $2,435,000 after purchasing an additional 3,918 shares in the last quarter. Cetera Investment Advisers raised its holdings in iShares Morningstar Small-Cap Value ETF by 0.9% in the fourth quarter. Cetera Investment Advisers now owns 41,557 shares of the company’s stock valued at $2,635,000 after buying an additional 380 shares during the period. Captrust Financial Advisors lifted its position in iShares Morningstar Small-Cap Value ETF by 23.5% during the fourth quarter. Captrust Financial Advisors now owns 40,270 shares of the company’s stock valued at $2,553,000 after buying an additional 7,655 shares in the last quarter. Finally, Bank of America Corp DE lifted its position in iShares Morningstar Small-Cap Value ETF by 0.5% during the fourth quarter. Bank of America Corp DE now owns 156,302 shares of the company’s stock valued at $9,911,000 after buying an additional 738 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Up 0.8%

iShares Morningstar Small-Cap Value ETF stock opened at $61.21 on Friday. The firm has a fifty day moving average of $57.40 and a 200-day moving average of $62.32. iShares Morningstar Small-Cap Value ETF has a 52-week low of $50.53 and a 52-week high of $70.13. The firm has a market capitalization of $449.89 million, a P/E ratio of 13.62 and a beta of 1.11.

iShares Morningstar Small-Cap Value ETF Company Profile

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.