iShares Morningstar Large-Cap ETF (NYSEARCA:JKD) Stake Increased by Private Ocean LLC

Private Ocean LLC increased its stake in iShares Morningstar Large-Cap ETF (NYSEARCA:JKD) by 1,203.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 404 shares of the company’s stock after buying an additional 373 shares during the period. Private Ocean LLC’s holdings in iShares Morningstar Large-Cap ETF were worth $68,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. Atria Investments LLC raised its holdings in shares of iShares Morningstar Large-Cap ETF by 2.8% during the 2nd quarter. Atria Investments LLC now owns 10,547 shares of the company’s stock worth $1,713,000 after buying an additional 292 shares in the last quarter. Coastal Investment Advisors Inc. lifted its stake in shares of iShares Morningstar Large-Cap ETF by 87.4% during the second quarter. Coastal Investment Advisors Inc. now owns 418 shares of the company’s stock worth $70,000 after buying an additional 195 shares during the period. NEXT Financial Group Inc raised its holdings in shares of iShares Morningstar Large-Cap ETF by 1,991.1% during the second quarter. NEXT Financial Group Inc now owns 1,652 shares of the company’s stock worth $273,000 after purchasing an additional 1,573 shares during the last quarter. Wealthsource Partners LLC raised its holdings in shares of iShares Morningstar Large-Cap ETF by 4.3% during the second quarter. Wealthsource Partners LLC now owns 2,120 shares of the company’s stock worth $350,000 after purchasing an additional 87 shares during the last quarter. Finally, MML Investors Services LLC raised its holdings in shares of iShares Morningstar Large-Cap ETF by 2.3% during the second quarter. MML Investors Services LLC now owns 16,948 shares of the company’s stock worth $2,799,000 after purchasing an additional 375 shares during the last quarter.

Shares of iShares Morningstar Large-Cap ETF stock traded up $0.65 during trading on Friday, hitting $176.71. 23,097 shares of the company’s stock were exchanged, compared to its average volume of 12,524. The business has a 50-day simple moving average of $169.44 and a 200-day simple moving average of $165.95. iShares Morningstar Large-Cap ETF has a 52-week low of $133.55 and a 52-week high of $176.71.

iShares Morningstar Large-Cap ETF Company Profile

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

Further Reading: What is a Leveraged Buyout (LBO)?

Institutional Ownership by Quarter for iShares Morningstar Large-Cap ETF (NYSEARCA:JKD)

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