Madrona Financial Services LLC Takes Position in iShares Morningstar Large Growth (NYSEARCA:JKE)

Madrona Financial Services LLC acquired a new stake in shares of iShares Morningstar Large Growth (NYSEARCA:JKE) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 4,360 shares of the company’s stock, valued at approximately $682,000. iShares Morningstar Large Growth makes up 0.6% of Madrona Financial Services LLC’s portfolio, making the stock its 21st largest position. Madrona Financial Services LLC owned about 0.08% of iShares Morningstar Large Growth as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Calton & Associates Inc. bought a new position in iShares Morningstar Large Growth during the 4th quarter valued at $113,000. Flagship Harbor Advisors LLC bought a new stake in shares of iShares Morningstar Large Growth during the 4th quarter worth $201,000. Stokes & Hubbell Capital Management LLC bought a new stake in shares of iShares Morningstar Large Growth during the 4th quarter worth $271,000. Creative Planning raised its stake in shares of iShares Morningstar Large Growth by 39.1% during the 4th quarter. Creative Planning now owns 2,044 shares of the company’s stock worth $320,000 after purchasing an additional 575 shares during the period. Finally, Mariner Wealth Advisors LLC bought a new stake in shares of iShares Morningstar Large Growth during the 4th quarter worth $400,000.

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NYSEARCA JKE opened at $159.96 on Friday. iShares Morningstar Large Growth has a one year low of $130.44 and a one year high of $173.88.

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iShares Morningstar Large Growth 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.

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

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