Private Wealth Asset Management LLC Trims Stock Holdings in iShares Morningstar Mid-Cap ETF $IMCB

Private Wealth Asset Management LLC reduced its holdings in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 23.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 1,245 shares of the company’s stock after selling 390 shares during the period. Private Wealth Asset Management LLC’s holdings in iShares Morningstar Mid-Cap ETF were worth $99,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Ameritas Advisory Services LLC purchased a new stake in iShares Morningstar Mid-Cap ETF in the second quarter worth $29,000. Principal Securities Inc. lifted its holdings in iShares Morningstar Mid-Cap ETF by 52.2% during the 1st quarter. Principal Securities Inc. now owns 408 shares of the company’s stock valued at $31,000 after buying an additional 140 shares in the last quarter. PSI Advisors LLC purchased a new stake in iShares Morningstar Mid-Cap ETF in the 1st quarter valued at about $49,000. AE Wealth Management LLC grew its stake in iShares Morningstar Mid-Cap ETF by 306.0% in the 1st quarter. AE Wealth Management LLC now owns 682 shares of the company’s stock worth $51,000 after acquiring an additional 514 shares in the last quarter. Finally, Wealth Preservation Advisors LLC purchased a new position in shares of iShares Morningstar Mid-Cap ETF during the first quarter worth approximately $52,000. Institutional investors own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Performance

iShares Morningstar Mid-Cap ETF stock opened at $82.70 on Thursday. The company has a market capitalization of $1.21 billion, a PE ratio of 54.77 and a beta of 1.07. The company has a 50 day moving average price of $82.23 and a 200-day moving average price of $78.43. iShares Morningstar Mid-Cap ETF has a fifty-two week low of $64.02 and a fifty-two week high of $83.95.

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.