Family Legacy Inc. Increases Stock Position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL)

Share on StockTwits

Family Legacy Inc. lifted its holdings in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL) by 3.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,438 shares of the company’s stock after buying an additional 86 shares during the quarter. Family Legacy Inc. owned about 0.08% of iShares Morningstar Small-Cap Value ETF worth $334,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in JKL. First Command Bank lifted its stake in iShares Morningstar Small-Cap Value ETF by 53.1% in the 1st quarter. First Command Bank now owns 620 shares of the company’s stock worth $85,000 after purchasing an additional 215 shares in the last quarter. Bank of Montreal Can lifted its stake in iShares Morningstar Small-Cap Value ETF by 355.0% in the 1st quarter. Bank of Montreal Can now owns 910 shares of the company’s stock worth $126,000 after purchasing an additional 710 shares in the last quarter. First Command Financial Services Inc. lifted its stake in iShares Morningstar Small-Cap Value ETF by 69.4% in the 2nd quarter. First Command Financial Services Inc. now owns 1,050 shares of the company’s stock worth $144,000 after purchasing an additional 430 shares in the last quarter. Prime Capital Investment Advisors LLC purchased a new stake in iShares Morningstar Small-Cap Value ETF in the 1st quarter worth approximately $165,000. Finally, NEXT Financial Group Inc purchased a new stake in iShares Morningstar Small-Cap Value ETF in the 2nd quarter worth approximately $178,000.

NYSEARCA JKL opened at $132.44 on Monday. iShares Morningstar Small-Cap Value ETF has a 1 year low of $116.66 and a 1 year high of $159.20. The business has a 50 day moving average price of $136.18.

About iShares Morningstar Small-Cap Value ETF

iShares Morningstar Small-Cap Value ETF, formerly iShares Morningstar Small Value Index Fund (the Value Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Morningstar Small Value Index (the Value Index). The Value Index measures the performance of stocks issued by small-capitalization companies that have exhibited above-average value characteristics as determined by Morningstar Inc’s index methodology.

Read More: Range Trading

Want to see what other hedge funds are holding JKL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL).

Institutional Ownership by Quarter for iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL)

Receive News & Ratings for iShares Morningstar Small-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Morningstar Small-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.



Latest News

Sabre Corp  Shares Bought by Cpwm LLC
Sabre Corp Shares Bought by Cpwm LLC
Research Analysts’ New Coverage for August, 19th
Research Analysts’ New Coverage for August, 19th
Equities Research Analysts’ Price Target Changes for August, 19th
Equities Research Analysts’ Price Target Changes for August, 19th
Stock Analysts’ Updated EPS Estimates for August, 19th
Stock Analysts’ Updated EPS Estimates for August, 19th
Microchip Technology Inc.  Declares Quarterly Dividend of $0.37
Microchip Technology Inc. Declares Quarterly Dividend of $0.37
Cedar Capital LLC Increases Stake in ISHARES TR/3-7 YR TREAS BD ETF
Cedar Capital LLC Increases Stake in ISHARES TR/3-7 YR TREAS BD ETF


© 2006-2019 Ticker Report