iShares Morningstar Mid-Cap ETF $IMCB Shares Sold by Jim Saulnier & Associates LLC

Jim Saulnier & Associates LLC trimmed its position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 52.8% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,876 shares of the company’s stock after selling 8,826 shares during the period. Jim Saulnier & Associates LLC’s holdings in iShares Morningstar Mid-Cap ETF were worth $761,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IMCB. Kestra Advisory Services LLC lifted its position in iShares Morningstar Mid-Cap ETF by 14.9% in the first quarter. Kestra Advisory Services LLC now owns 117,073 shares of the company’s stock valued at $9,767,000 after purchasing an additional 15,182 shares during the period. HighTower Advisors LLC increased its position in iShares Morningstar Mid-Cap ETF by 3,833.4% during the 4th quarter. HighTower Advisors LLC now owns 1,846,327 shares of the company’s stock worth $152,747,000 after purchasing an additional 1,799,387 shares during the period. Creative Financial Designs Inc. ADV raised its stake in shares of iShares Morningstar Mid-Cap ETF by 6.6% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 179,442 shares of the company’s stock worth $14,845,000 after buying an additional 11,167 shares in the last quarter. Diversify Wealth Management LLC purchased a new position in shares of iShares Morningstar Mid-Cap ETF during the 1st quarter worth approximately $756,000. Finally, Pacific Financial Group Inc. lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 13.5% in the 4th quarter. Pacific Financial Group Inc. now owns 68,220 shares of the company’s stock valued at $5,644,000 after buying an additional 8,105 shares during the period. 22.26% of the stock is owned by institutional investors and hedge funds.

iShares Morningstar Mid-Cap ETF Price Performance

iShares Morningstar Mid-Cap ETF stock opened at $98.80 on Friday. iShares Morningstar Mid-Cap ETF has a 1-year low of $78.89 and a 1-year high of $101.37. The company has a market cap of $1.69 billion, a PE ratio of 65.43 and a beta of 0.98. The stock’s 50 day moving average price is $98.18 and its 200 day moving average price is $92.35.

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.