iShares Morningstar Large-Cap Growth ETF (JKE) Holdings Raised by Marietta Wealth Management LLC

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Marietta Wealth Management LLC raised its position in iShares Morningstar Large-Cap Growth ETF (NYSEARCA:JKE) by 7.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,117 shares of the company’s stock after purchasing an additional 811 shares during the period. Marietta Wealth Management LLC owned 0.20% of iShares Morningstar Large-Cap Growth ETF worth $1,921,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in JKE. AXA grew its position in shares of iShares Morningstar Large-Cap Growth ETF by 2.8% in the 3rd quarter. AXA now owns 582,723 shares of the company’s stock valued at $108,305,000 after buying an additional 16,100 shares during the last quarter. Morgan Stanley grew its position in shares of iShares Morningstar Large-Cap Growth ETF by 23.2% in the 3rd quarter. Morgan Stanley now owns 199,461 shares of the company’s stock valued at $37,072,000 after buying an additional 37,505 shares during the last quarter. Wells Fargo & Company MN grew its position in shares of iShares Morningstar Large-Cap Growth ETF by 37.0% in the 3rd quarter. Wells Fargo & Company MN now owns 165,639 shares of the company’s stock valued at $30,785,000 after buying an additional 44,773 shares during the last quarter. LPL Financial LLC grew its position in shares of iShares Morningstar Large-Cap Growth ETF by 47.8% in the 3rd quarter. LPL Financial LLC now owns 117,128 shares of the company’s stock valued at $21,769,000 after buying an additional 37,892 shares during the last quarter. Finally, Clearstead Advisors LLC grew its position in shares of iShares Morningstar Large-Cap Growth ETF by 9.2% in the 3rd quarter. Clearstead Advisors LLC now owns 104,329 shares of the company’s stock valued at $19,391,000 after buying an additional 8,765 shares during the last quarter.

NYSEARCA JKE opened at $173.84 on Monday. iShares Morningstar Large-Cap Growth ETF has a 12 month low of $147.58 and a 12 month high of $187.59.

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

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