Avior Wealth Management LLC Cuts Stake in iShares Morningstar Mid-Cap Growth ETF $IMCG

Avior Wealth Management LLC reduced its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 1.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 625,720 shares of the company’s stock after selling 9,538 shares during the period. iShares Morningstar Mid-Cap Growth ETF comprises 1.6% of Avior Wealth Management LLC’s portfolio, making the stock its 9th biggest position. Avior Wealth Management LLC owned about 1.62% of iShares Morningstar Mid-Cap Growth ETF worth $49,957,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Park Avenue Securities LLC grew its position in iShares Morningstar Mid-Cap Growth ETF by 47.2% in the 4th quarter. Park Avenue Securities LLC now owns 11,184 shares of the company’s stock valued at $893,000 after acquiring an additional 3,588 shares during the last quarter. JPMorgan Chase & Co. lifted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 15.6% during the third quarter. JPMorgan Chase & Co. now owns 73,660 shares of the company’s stock worth $6,094,000 after purchasing an additional 9,959 shares during the last quarter. Allworth Financial LP lifted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 25.1% during the third quarter. Allworth Financial LP now owns 3,509 shares of the company’s stock worth $290,000 after purchasing an additional 704 shares during the last quarter. IFP Advisors Inc boosted its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 3.7% during the third quarter. IFP Advisors Inc now owns 6,644 shares of the company’s stock valued at $550,000 after purchasing an additional 234 shares during the period. Finally, Capital Square LLC boosted its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 6.5% during the third quarter. Capital Square LLC now owns 30,084 shares of the company’s stock valued at $2,489,000 after purchasing an additional 1,833 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Price Performance

IMCG stock opened at $80.18 on Friday. The company has a market capitalization of $3.12 billion, a PE ratio of 28.77 and a beta of 1.12. iShares Morningstar Mid-Cap Growth ETF has a 12 month low of $61.65 and a 12 month high of $84.76. The firm’s 50-day moving average is $82.52 and its 200 day moving average is $81.86.

iShares Morningstar Mid-Cap Growth ETF Profile

The iShares Morningstar Mid-Cap Growth ETF (IMCG) is an exchange-traded fund that is based on the Morningstar US Mid Cap Broad Growth index. The fund tracks a market cap-weighted index of US mid-cap stocks companies selected based on their growth characteristics. IMCG was launched on Jun 28, 2004 and is managed by BlackRock.