Schneider Downs Wealth Management Advisors LP Invests $208,000 in iShares Morningstar Small-Cap ETF $ISCB

Schneider Downs Wealth Management Advisors LP bought a new position in shares of iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,572 shares of the company’s stock, valued at approximately $208,000. Schneider Downs Wealth Management Advisors LP owned 0.09% of iShares Morningstar Small-Cap ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of ISCB. Cetera Investment Advisers increased its position in shares of iShares Morningstar Small-Cap ETF by 5.8% during the first quarter. Cetera Investment Advisers now owns 9,039 shares of the company’s stock worth $490,000 after acquiring an additional 499 shares during the period. KFA Private Wealth Group LLC bought a new position in shares of iShares Morningstar Small-Cap ETF during the first quarter valued at approximately $588,000. Atria Wealth Solutions Inc. boosted its stake in shares of iShares Morningstar Small-Cap ETF by 6.4% during the first quarter. Atria Wealth Solutions Inc. now owns 69,615 shares of the company’s stock valued at $3,771,000 after purchasing an additional 4,157 shares in the last quarter. CacheTech Inc. boosted its stake in shares of iShares Morningstar Small-Cap ETF by 0.6% during the first quarter. CacheTech Inc. now owns 48,985 shares of the company’s stock valued at $2,654,000 after purchasing an additional 283 shares in the last quarter. Finally, Apexium Financial LP boosted its stake in shares of iShares Morningstar Small-Cap ETF by 75.9% during the first quarter. Apexium Financial LP now owns 9,217 shares of the company’s stock valued at $499,000 after purchasing an additional 3,977 shares in the last quarter. 0.01% of the stock is owned by hedge funds and other institutional investors.

iShares Morningstar Small-Cap ETF Stock Performance

NYSEARCA ISCB opened at $64.95 on Friday. The firm’s 50 day moving average price is $63.26 and its 200-day moving average price is $58.99. iShares Morningstar Small-Cap ETF has a 52-week low of $46.59 and a 52-week high of $65.26. The company has a market cap of $256.55 million, a PE ratio of 37.33 and a beta of 1.15.

iShares Morningstar Small-Cap ETF Profile

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.