Capital Planning Advisors LLC Has $555,000 Stake in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Capital Planning Advisors LLC increased its holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 7.0% in the first quarter, Holdings Channel reports. The institutional investor owned 7,493 shares of the company’s stock after buying an additional 487 shares during the period. Capital Planning Advisors LLC’s holdings in iShares Morningstar Mid-Cap ETF were worth $555,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Principal Securities Inc. raised its position in iShares Morningstar Mid-Cap ETF by 52.2% during the first quarter. Principal Securities Inc. now owns 408 shares of the company’s stock valued at $31,000 after purchasing an additional 140 shares in the last quarter. PSI Advisors LLC acquired a new position in iShares Morningstar Mid-Cap ETF during the first quarter valued at approximately $49,000. AE Wealth Management LLC raised its position in iShares Morningstar Mid-Cap ETF by 306.0% during the first quarter. AE Wealth Management LLC now owns 682 shares of the company’s stock valued at $51,000 after purchasing an additional 514 shares in the last quarter. Global Wealth Strategies & Associates acquired a new position in iShares Morningstar Mid-Cap ETF during the first quarter valued at approximately $81,000. Finally, EPG Wealth Management LLC raised its position in iShares Morningstar Mid-Cap ETF by 26.2% during the fourth quarter. EPG Wealth Management LLC now owns 1,796 shares of the company’s stock valued at $137,000 after purchasing an additional 373 shares in the last quarter. 22.26% of the stock is currently owned by institutional investors and hedge funds.

iShares Morningstar Mid-Cap ETF Price Performance

Shares of IMCB opened at $80.19 on Monday. iShares Morningstar Mid-Cap ETF has a one year low of $64.02 and a one year high of $82.52. The company has a market cap of $1.11 billion, a P/E ratio of 53.11 and a beta of 1.07. The firm has a 50 day simple moving average of $79.64 and a two-hundred day simple moving average of $76.67.

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.