Trivant Custom Portfolio Group LLC Purchases 1,070 Shares of iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

Trivant Custom Portfolio Group LLC lifted its position in shares of iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) by 27.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,001 shares of the company’s stock after purchasing an additional 1,070 shares during the period. Trivant Custom Portfolio Group LLC owned 0.06% of iShares Morningstar Mid-Cap Value ETF worth $371,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Captrust Financial Advisors lifted its holdings in iShares Morningstar Mid-Cap Value ETF by 1.5% in the 4th quarter. Captrust Financial Advisors now owns 13,771 shares of the company’s stock worth $1,023,000 after buying an additional 206 shares during the period. Harbour Investments Inc. raised its holdings in shares of iShares Morningstar Mid-Cap Value ETF by 11.2% during the fourth quarter. Harbour Investments Inc. now owns 2,567 shares of the company’s stock valued at $191,000 after acquiring an additional 259 shares in the last quarter. Parkside Financial Bank & Trust lifted its stake in iShares Morningstar Mid-Cap Value ETF by 53.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 783 shares of the company’s stock worth $58,000 after acquiring an additional 273 shares during the period. Retirement Planning Group LLC boosted its holdings in iShares Morningstar Mid-Cap Value ETF by 2.0% in the fourth quarter. Retirement Planning Group LLC now owns 19,106 shares of the company’s stock valued at $1,419,000 after acquiring an additional 366 shares in the last quarter. Finally, Cetera Investment Advisers boosted its holdings in iShares Morningstar Mid-Cap Value ETF by 1.9% in the fourth quarter. Cetera Investment Advisers now owns 21,746 shares of the company’s stock valued at $1,615,000 after acquiring an additional 400 shares in the last quarter.

iShares Morningstar Mid-Cap Value ETF Trading Up 0.2%

Shares of iShares Morningstar Mid-Cap Value ETF stock opened at $74.24 on Thursday. iShares Morningstar Mid-Cap Value ETF has a 12-month low of $64.02 and a 12-month high of $81.32. The company has a market cap of $660.74 million, a P/E ratio of 16.57 and a beta of 1.08. The company’s fifty day simple moving average is $72.76 and its two-hundred day simple moving average is $74.21.

iShares Morningstar Mid-Cap Value ETF Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 20th. Stockholders of record on Monday, June 16th will be paid a dividend of $0.4384 per share. This is a positive change from iShares Morningstar Mid-Cap Value ETF’s previous quarterly dividend of $0.37. The ex-dividend date is Monday, June 16th. This represents a $1.75 dividend on an annualized basis and a dividend yield of 2.36%.

iShares Morningstar Mid-Cap Value ETF Company Profile

The iShares Morningstar Mid-Cap Value ETF (IMCV) is an exchange-traded fund that is based on the Morningstar US Mid Cap Broad Value index. The fund tracks a market cap-weighted index of US mid-cap stocks companies selected based on their value characteristics. IMCV was launched on Jun 28, 2004 and is managed by BlackRock.