iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) Shares Sold by Marshall Financial Group LLC

Marshall Financial Group LLC cut its holdings in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 2.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 30,161 shares of the company’s stock after selling 847 shares during the quarter. Marshall Financial Group LLC owned approximately 0.25% of iShares Morningstar Mid-Cap ETF worth $2,297,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in IMCB. Glass Jacobson Investment Advisors llc lifted its holdings in iShares Morningstar Mid-Cap ETF by 508.1% during the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 821 shares of the company’s stock worth $62,000 after buying an additional 686 shares during the last quarter. Signaturefd LLC raised its position in shares of iShares Morningstar Mid-Cap ETF by 12.1% during the 3rd quarter. Signaturefd LLC now owns 1,453 shares of the company’s stock valued at $110,000 after acquiring an additional 157 shares in the last quarter. Arete Wealth Advisors LLC bought a new position in iShares Morningstar Mid-Cap ETF during the third quarter worth $208,000. RFG Advisory LLC boosted its holdings in iShares Morningstar Mid-Cap ETF by 10.9% in the fourth quarter. RFG Advisory LLC now owns 3,032 shares of the company’s stock worth $231,000 after purchasing an additional 298 shares during the period. Finally, B. Riley Wealth Advisors Inc. increased its stake in iShares Morningstar Mid-Cap ETF by 9.8% during the third quarter. B. Riley Wealth Advisors Inc. now owns 3,441 shares of the company’s stock valued at $261,000 after purchasing an additional 308 shares during the last quarter. 22.26% of the stock is owned by institutional investors and hedge funds.

iShares Morningstar Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IMCB opened at $79.78 on Friday. iShares Morningstar Mid-Cap ETF has a 1-year low of $66.02 and a 1-year high of $82.52. The company’s fifty day moving average is $78.88 and its two-hundred day moving average is $75.99. The stock has a market capitalization of $953.37 million, a price-to-earnings ratio of 52.83 and a beta of 0.98.

iShares Morningstar Mid-Cap ETF 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.