Tyler Stone Wealth Management lessened its stake in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report) by 15.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,526 shares of the company’s stock after selling 660 shares during the period. Tyler Stone Wealth Management’s holdings in iShares Morningstar Mid-Cap ETF were worth $269,000 as of its most recent SEC filing.
Other large investors also recently added to or reduced their stakes in the company. Glass Jacobson Investment Advisors llc raised its stake in shares of iShares Morningstar Mid-Cap ETF by 508.1% during the third quarter. Glass Jacobson Investment Advisors llc now owns 821 shares of the company’s stock valued at $62,000 after acquiring an additional 686 shares in the last quarter. Synergy Investment Management LLC purchased a new position in iShares Morningstar Mid-Cap ETF during the 4th quarter worth $178,000. Arete Wealth Advisors LLC bought a new stake in iShares Morningstar Mid-Cap ETF during the 3rd quarter valued at $208,000. Assetmark Inc. lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 356.8% in the 4th quarter. Assetmark Inc. now owns 2,832 shares of the company’s stock worth $216,000 after buying an additional 2,212 shares during the period. Finally, RFG Advisory LLC grew its position in shares of iShares Morningstar Mid-Cap ETF by 10.9% during the 4th quarter. RFG Advisory LLC now owns 3,032 shares of the company’s stock worth $231,000 after buying an additional 298 shares in the last quarter. 22.26% of the stock is owned by hedge funds and other institutional investors.
iShares Morningstar Mid-Cap ETF Trading Down 0.5 %
Shares of iShares Morningstar Mid-Cap ETF stock opened at $75.29 on Thursday. The stock’s fifty day moving average price is $77.39 and its 200-day moving average price is $77.44. The firm has a market cap of $899.72 million, a P/E ratio of 49.86 and a beta of 1.10. iShares Morningstar Mid-Cap ETF has a 12 month low of $68.07 and a 12 month high of $82.52.
iShares Morningstar Mid-Cap ETF Company Profile
The iShares Morningstar Mid-Cap ETF (IMCB) is an exchange-traded fund that is based on the Morningstar US Mid Cap index. The fund tracks a market cap-weighted index consisting of US mid-cap stocks with both growth and value characteristics. IMCB was launched on Jun 28, 2004 and is managed by BlackRock.
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