LRI Investments LLC Lowers Stock Holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

LRI Investments LLC trimmed its holdings in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 1.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 17,976 shares of the company’s stock after selling 225 shares during the period. LRI Investments LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $1,066,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in ISCV. Mather Group LLC. increased its position in shares of iShares Morningstar Small-Cap Value ETF by 275.9% during the first quarter. Mather Group LLC. now owns 827 shares of the company’s stock valued at $49,000 after acquiring an additional 607 shares in the last quarter. Stuart Chaussee & Associates Inc. bought a new stake in shares of iShares Morningstar Small-Cap Value ETF during the fourth quarter valued at approximately $51,000. Stifel Financial Corp bought a new stake in shares of iShares Morningstar Small-Cap Value ETF during the fourth quarter valued at approximately $234,000. CWM LLC increased its position in shares of iShares Morningstar Small-Cap Value ETF by 6.7% during the first quarter. CWM LLC now owns 3,942 shares of the company’s stock valued at $234,000 after acquiring an additional 247 shares in the last quarter. Finally, Perigon Wealth Management LLC bought a new stake in shares of iShares Morningstar Small-Cap Value ETF during the first quarter valued at approximately $240,000.

iShares Morningstar Small-Cap Value ETF Stock Down 1.0%

Shares of ISCV opened at $64.00 on Friday. The company has a market capitalization of $492.80 million, a P/E ratio of 13.52 and a beta of 1.25. The firm has a 50 day moving average of $60.64 and a 200 day moving average of $60.80. iShares Morningstar Small-Cap Value ETF has a twelve month low of $50.53 and a twelve month 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.