Nwam LLC Makes New Investment in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Nwam LLC acquired a new stake in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 12,353 shares of the company’s stock, valued at approximately $939,000.

Other institutional investors have also recently made changes to their positions in the company. S.A. Mason LLC boosted its position in iShares Morningstar Mid-Cap ETF by 1.2% in the 3rd quarter. S.A. Mason LLC now owns 11,724 shares of the company’s stock valued at $891,000 after buying an additional 144 shares during the period. Signaturefd LLC raised its stake in shares of iShares Morningstar Mid-Cap ETF by 12.1% in the third quarter. Signaturefd LLC now owns 1,453 shares of the company’s stock valued at $110,000 after acquiring an additional 157 shares in the last quarter. Financial Perspectives Inc boosted its holdings in iShares Morningstar Mid-Cap ETF by 3.7% in the second quarter. Financial Perspectives Inc now owns 4,480 shares of the company’s stock valued at $314,000 after purchasing an additional 159 shares during the period. Axiom Advisory LLC grew its stake in iShares Morningstar Mid-Cap ETF by 1.9% during the 3rd quarter. Axiom Advisory LLC now owns 12,033 shares of the company’s stock worth $874,000 after purchasing an additional 220 shares in the last quarter. Finally, Creative Financial Designs Inc. ADV grew its stake in iShares Morningstar Mid-Cap ETF by 4.0% during the 3rd quarter. Creative Financial Designs Inc. ADV now owns 5,764 shares of the company’s stock worth $438,000 after purchasing an additional 222 shares in the last quarter. Institutional investors and hedge funds own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Performance

Shares of IMCB opened at $81.50 on Friday. iShares Morningstar Mid-Cap ETF has a 1 year low of $61.85 and a 1 year high of $81.53. The stock has a market capitalization of $973.92 million, a PE ratio of 53.97 and a beta of 0.98. The stock has a 50-day simple moving average of $77.00 and a 200-day simple moving average of $73.43.

About iShares Morningstar Mid-Cap ETF

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.