Corient Private Wealth LLC Acquires 4,930 Shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Corient Private Wealth LLC increased its holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCBFree Report) by 13.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,173 shares of the company’s stock after acquiring an additional 4,930 shares during the quarter. Corient Private Wealth LLC owned about 0.34% of iShares Morningstar Mid-Cap ETF worth $2,764,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of the company. LPL Financial LLC grew its position in iShares Morningstar Mid-Cap ETF by 14.4% during the 3rd quarter. LPL Financial LLC now owns 434,736 shares of the company’s stock valued at $25,967,000 after purchasing an additional 54,629 shares during the last quarter. Commonwealth Equity Services LLC grew its position in iShares Morningstar Mid-Cap ETF by 19.4% during the 4th quarter. Commonwealth Equity Services LLC now owns 377,258 shares of the company’s stock valued at $25,325,000 after purchasing an additional 61,210 shares during the last quarter. Raymond James & Associates grew its position in iShares Morningstar Mid-Cap ETF by 9.5% during the 4th quarter. Raymond James & Associates now owns 262,119 shares of the company’s stock valued at $17,596,000 after purchasing an additional 22,653 shares during the last quarter. Raymond James Financial Services Advisors Inc. boosted its holdings in shares of iShares Morningstar Mid-Cap ETF by 37.4% during the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 173,642 shares of the company’s stock valued at $11,657,000 after acquiring an additional 47,245 shares during the last quarter. Finally, Steele Capital Management Inc. purchased a new stake in shares of iShares Morningstar Mid-Cap ETF during the 4th quarter valued at about $10,659,000. 22.26% of the stock is owned by hedge funds and other institutional investors.

iShares Morningstar Mid-Cap ETF Stock Down 1.1 %

Shares of NYSEARCA IMCB opened at $69.96 on Thursday. The firm’s 50-day moving average price is $70.83 and its 200-day moving average price is $68.05. The company has a market cap of $836.08 million, a PE ratio of 46.33 and a beta of 0.98. iShares Morningstar Mid-Cap ETF has a 52-week low of $55.98 and a 52-week high of $72.92.

iShares Morningstar Mid-Cap ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

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