Jones Financial Companies Lllp Purchases 690 Shares of iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Jones Financial Companies Lllp boosted its position in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) by 63.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,783 shares of the company’s stock after buying an additional 690 shares during the period. Jones Financial Companies Lllp’s holdings in iShares Morningstar Small-Cap ETF were worth $105,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. FMR LLC increased its position in iShares Morningstar Small-Cap ETF by 13.8% in the 3rd quarter. FMR LLC now owns 6,649 shares of the company’s stock valued at $390,000 after buying an additional 807 shares in the last quarter. JPMorgan Chase & Co. increased its holdings 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 purchasing an additional 9,943 shares in the last quarter. Goldstein Advisors LLC increased its holdings 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 purchasing an additional 574 shares in the last quarter. Principal Securities Inc. increased its holdings in iShares Morningstar Small-Cap ETF by 187.5% during the 4th quarter. Principal Securities Inc. now owns 1,196 shares of the company’s stock worth $70,000 after purchasing an additional 780 shares in the last quarter. Finally, Atria Wealth Solutions Inc. increased its holdings in iShares Morningstar Small-Cap ETF by 0.9% during the 4th quarter. Atria Wealth Solutions Inc. now owns 65,458 shares of the company’s stock worth $3,840,000 after purchasing an additional 574 shares in the last quarter.

iShares Morningstar Small-Cap ETF Stock Performance

Shares of ISCB opened at $54.86 on Friday. iShares Morningstar Small-Cap ETF has a 52 week low of $51.32 and a 52 week high of $64.66. The stock has a 50 day moving average price of $59.12 and a two-hundred day moving average price of $59.45. The firm has a market capitalization of $213.95 million, a P/E ratio of 17.40 and a beta of 1.20.

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.