Creative Financial Designs Inc. ADV lifted its position in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report) by 6.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 179,442 shares of the company’s stock after buying an additional 11,167 shares during the quarter. iShares Morningstar Mid-Cap ETF accounts for 0.9% of Creative Financial Designs Inc. ADV’s portfolio, making the stock its 24th biggest holding. Creative Financial Designs Inc. ADV’s holdings in iShares Morningstar Mid-Cap ETF were worth $14,845,000 at the end of the most recent quarter.
A number of other large investors also recently made changes to their positions in the company. Capital Investment Advisory Services LLC increased its stake in shares of iShares Morningstar Mid-Cap ETF by 50.0% during the fourth quarter. Capital Investment Advisory Services LLC now owns 498 shares of the company’s stock worth $41,000 after purchasing an additional 166 shares during the period. Yarger Wealth Strategies LLC increased its stake in shares of iShares Morningstar Mid-Cap ETF by 0.3% during the third quarter. Yarger Wealth Strategies LLC now owns 69,153 shares of the company’s stock worth $5,743,000 after purchasing an additional 189 shares during the period. Ameritas Advisory Services LLC increased its stake in shares of iShares Morningstar Mid-Cap ETF by 60.8% during the third quarter. Ameritas Advisory Services LLC now owns 595 shares of the company’s stock worth $49,000 after purchasing an additional 225 shares during the period. Edge Financial Advisors LLC increased its stake in shares of iShares Morningstar Mid-Cap ETF by 2.6% during the fourth quarter. Edge Financial Advisors LLC now owns 10,132 shares of the company’s stock worth $838,000 after purchasing an additional 261 shares during the period. Finally, Olistico Wealth LLC bought a new position in shares of iShares Morningstar Mid-Cap ETF during the fourth quarter worth approximately $25,000. Institutional investors own 22.26% of the company’s stock.
iShares Morningstar Mid-Cap ETF Trading Down 0.4%
Shares of NYSEARCA IMCB opened at $89.69 on Wednesday. The business’s 50 day moving average is $87.02 and its 200-day moving average is $85.39. iShares Morningstar Mid-Cap ETF has a 1-year low of $75.45 and a 1-year high of $91.93. The firm has a market cap of $1.54 billion, a P/E ratio of 59.40 and a beta of 1.00.
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.
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Want to see what other hedge funds are holding IMCB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report).
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