Towerpoint Wealth LLC Has $2.16 Million Stake in iShares Morningstar Large-Cap Growth ETF (NYSEARCA:JKE)

Towerpoint Wealth LLC trimmed its holdings in iShares Morningstar Large-Cap Growth ETF (NYSEARCA:JKE) by 0.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,279 shares of the company’s stock after selling 60 shares during the period. iShares Morningstar Large-Cap Growth ETF comprises 1.5% of Towerpoint Wealth LLC’s holdings, making the stock its 19th biggest position. Towerpoint Wealth LLC’s holdings in iShares Morningstar Large-Cap Growth ETF were worth $2,159,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in JKE. Marshall Wace LLP acquired a new stake in shares of iShares Morningstar Large-Cap Growth ETF in the first quarter valued at approximately $52,000. Transamerica Financial Advisors Inc. acquired a new stake in shares of iShares Morningstar Large-Cap Growth ETF in the second quarter valued at approximately $56,000. NEXT Financial Group Inc bought a new position in shares of iShares Morningstar Large-Cap Growth ETF during the second quarter worth approximately $76,000. UBS Asset Management Americas Inc. bought a new position in shares of iShares Morningstar Large-Cap Growth ETF during the second quarter worth approximately $90,000. Finally, North Star Investment Management Corp. bought a new position in shares of iShares Morningstar Large-Cap Growth ETF during the third quarter worth approximately $101,000.

Shares of NYSEARCA JKE traded up $0.44 during trading hours on Friday, reaching $196.27. 23,415 shares of the stock were exchanged, compared to its average volume of 21,441. iShares Morningstar Large-Cap Growth ETF has a 52 week low of $147.58 and a 52 week high of $198.90. The stock’s fifty day simple moving average is $192.50 and its 200 day simple moving average is $191.27.

iShares Morningstar Large-Cap Growth ETF Profile

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

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

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

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