117,988 Shares in iShares Morningstar Mid-Cap ETF $IMCB Bought by Northwest Wealth Advisors LLC

Northwest Wealth Advisors LLC bought a new position in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 117,988 shares of the company’s stock, valued at approximately $9,761,000. iShares Morningstar Mid-Cap ETF comprises approximately 7.6% of Northwest Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Northwest Wealth Advisors LLC owned 0.69% of iShares Morningstar Mid-Cap ETF at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. HighTower Advisors LLC lifted its stake in shares of iShares Morningstar Mid-Cap ETF by 3,833.4% in the 4th quarter. HighTower Advisors LLC now owns 1,846,327 shares of the company’s stock valued at $152,747,000 after purchasing an additional 1,799,387 shares during the period. UBS Group AG lifted its stake in shares of iShares Morningstar Mid-Cap ETF by 0.8% in the 4th quarter. UBS Group AG now owns 1,331,760 shares of the company’s stock valued at $110,177,000 after purchasing an additional 10,355 shares during the period. RMG Wealth Management LLC lifted its stake in shares of iShares Morningstar Mid-Cap ETF by 4.3% in the 3rd quarter. RMG Wealth Management LLC now owns 1,129,819 shares of the company’s stock valued at $93,679,000 after purchasing an additional 46,110 shares during the period. Means Investment CO. Inc. lifted its stake in shares of iShares Morningstar Mid-Cap ETF by 4.1% in the 4th quarter. Means Investment CO. Inc. now owns 428,013 shares of the company’s stock valued at $35,410,000 after purchasing an additional 16,966 shares during the period. Finally, Matrix Trust Co lifted its stake in shares of iShares Morningstar Mid-Cap ETF by 1.2% in the 4th quarter. Matrix Trust Co now owns 189,190 shares of the company’s stock valued at $15,652,000 after purchasing an additional 2,192 shares during the period. 22.26% of the stock is owned by institutional investors.

iShares Morningstar Mid-Cap ETF Price Performance

Shares of NYSEARCA:IMCB opened at $91.32 on Friday. The company has a market capitalization of $1.57 billion, a price-to-earnings ratio of 60.48 and a beta of 1.00. The business’s 50-day moving average is $87.25 and its 200-day moving average is $85.51. iShares Morningstar Mid-Cap ETF has a 1 year low of $75.45 and a 1 year high of $91.93.

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.