Wells Fargo & Company MN Has $13.51 Million Holdings in iShares Morningstar Small-Cap Value ETF (JKL)

Wells Fargo & Company MN raised its stake in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL) by 4.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 87,845 shares of the company’s stock after buying an additional 4,063 shares during the quarter. Wells Fargo & Company MN owned about 3.14% of iShares Morningstar Small-Cap Value ETF worth $13,505,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Private Advisor Group LLC purchased a new position in shares of iShares Morningstar Small-Cap Value ETF during the 3rd quarter worth $414,000. Tower Research Capital LLC TRC lifted its stake in shares of iShares Morningstar Small-Cap Value ETF by 58.4% during the 2nd quarter. Tower Research Capital LLC TRC now owns 6,868 shares of the company’s stock worth $1,047,000 after purchasing an additional 2,532 shares during the period. Brand Asset Management Group Inc. purchased a new position in shares of iShares Morningstar Small-Cap Value ETF during the 2nd quarter worth $159,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors purchased a new position in shares of iShares Morningstar Small-Cap Value ETF during the 2nd quarter worth $138,000. Finally, Janney Montgomery Scott LLC lifted its stake in shares of iShares Morningstar Small-Cap Value ETF by 29.6% during the 2nd quarter. Janney Montgomery Scott LLC now owns 3,165 shares of the company’s stock worth $483,000 after purchasing an additional 723 shares during the period.

Shares of JKL opened at $135.35 on Friday. iShares Morningstar Small-Cap Value ETF has a twelve month low of $134.42 and a twelve month high of $159.20.

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iShares Morningstar Small-Cap Value ETF Company Profile

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.

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

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