Twin Peaks Wealth Advisors LLC Makes New Investment in iShares Morningstar Growth ETF $ILCG
by Teresa Graham · The Cerbat GemTwin Peaks Wealth Advisors LLC acquired a new stake in iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 6,546 shares of the company’s stock, valued at approximately $666,000.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Optivise Advisory Services LLC lifted its position in iShares Morningstar Growth ETF by 1.2% in the 2nd quarter. Optivise Advisory Services LLC now owns 10,169 shares of the company’s stock valued at $985,000 after acquiring an additional 117 shares in the last quarter. Creative Financial Designs Inc. ADV increased its holdings in iShares Morningstar Growth ETF by 0.9% during the 2nd quarter. Creative Financial Designs Inc. ADV now owns 15,177 shares of the company’s stock worth $1,471,000 after purchasing an additional 136 shares in the last quarter. Greykasell Wealth Strategies Inc. raised its stake in shares of iShares Morningstar Growth ETF by 0.7% in the second quarter. Greykasell Wealth Strategies Inc. now owns 29,382 shares of the company’s stock worth $2,847,000 after purchasing an additional 201 shares during the last quarter. Capital Advisors Ltd. LLC raised its stake in shares of iShares Morningstar Growth ETF by 1.3% in the second quarter. Capital Advisors Ltd. LLC now owns 17,579 shares of the company’s stock worth $1,703,000 after purchasing an additional 224 shares during the last quarter. Finally, IFG Advisory LLC lifted its holdings in shares of iShares Morningstar Growth ETF by 6.9% in the first quarter. IFG Advisory LLC now owns 4,153 shares of the company’s stock valued at $336,000 after purchasing an additional 267 shares in the last quarter.
iShares Morningstar Growth ETF Stock Up 0.3%
Shares of NYSEARCA:ILCG opened at $104.22 on Wednesday. The business’s 50 day moving average is $104.41 and its 200 day moving average is $99.97. iShares Morningstar Growth ETF has a 12-month low of $69.47 and a 12-month high of $109.22. The stock has a market cap of $3.04 billion, a price-to-earnings ratio of 38.10 and a beta of 1.16.
iShares Morningstar Growth ETF Company Profile
The iShares Morningstar Growth ETF (ILCG) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of growth stocks, selected from the top 90% of the US market-cap spectrum. ILCG was launched on Jun 28, 2004 and is managed by BlackRock.
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