Willingdon Wealth Management boosted its stake in iShares Trust (BATS:IEFA) by 12.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 9,318 shares of the company’s stock after acquiring an additional 1,068 shares during the quarter. Willingdon Wealth Management’s holdings in iShares Trust were worth $616,000 as of its most recent filing with the SEC.
A number of other institutional investors also recently added to or reduced their stakes in the stock. San Francisco Sentry Investment Group CA boosted its stake in iShares Trust by 84.4% during the 4th quarter. San Francisco Sentry Investment Group CA now owns 1,693 shares of the company’s stock worth $112,000 after purchasing an additional 775 shares during the last quarter. Aua Capital Management LLC acquired a new stake in iShares Trust during the 4th quarter worth $165,000. JFS Wealth Advisors LLC boosted its stake in iShares Trust by 125.2% during the 4th quarter. JFS Wealth Advisors LLC now owns 2,989 shares of the company’s stock worth $198,000 after purchasing an additional 1,662 shares during the last quarter. One Capital Management LLC acquired a new stake in iShares Trust during the 4th quarter worth $205,000. Finally, Investment Partners Ltd. OH ADV acquired a new stake in iShares Trust during the 4th quarter worth $218,000.
Shares of iShares Trust (BATS IEFA) opened at $65.36 on Wednesday. iShares Trust has a one year low of $55.79 and a one year high of $70.84.
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