Patriot Financial Group Insurance Agency LLC Has $1.38 Million Holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Patriot Financial Group Insurance Agency LLC increased its position in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 7.7% during the fourth quarter, HoldingsChannel reports. The fund owned 18,123 shares of the company’s stock after buying an additional 1,300 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares Morningstar Mid-Cap ETF were worth $1,380,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Envestnet Asset Management Inc. raised its stake in shares of iShares Morningstar Mid-Cap ETF by 17.6% during the second quarter. Envestnet Asset Management Inc. now owns 46,181 shares of the company’s stock valued at $3,237,000 after acquiring an additional 6,900 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Morningstar Mid-Cap ETF by 20.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 17,594 shares of the company’s stock worth $1,233,000 after buying an additional 2,948 shares in the last quarter. Truist Financial Corp grew its position in shares of iShares Morningstar Mid-Cap ETF by 12.1% during the 2nd quarter. Truist Financial Corp now owns 22,863 shares of the company’s stock worth $1,603,000 after buying an additional 2,466 shares during the period. Axiom Advisory LLC increased its stake in shares of iShares Morningstar Mid-Cap ETF by 1.9% in the 3rd quarter. Axiom Advisory LLC now owns 12,033 shares of the company’s stock valued at $874,000 after acquiring an additional 220 shares in the last quarter. Finally, Atlas Private Wealth Advisors lifted its position in shares of iShares Morningstar Mid-Cap ETF by 21.8% during the 3rd quarter. Atlas Private Wealth Advisors now owns 7,556 shares of the company’s stock valued at $574,000 after acquiring an additional 1,352 shares during the period. 22.26% of the stock is currently owned by institutional investors.

iShares Morningstar Mid-Cap ETF Trading Down 0.6 %

Shares of NYSEARCA IMCB opened at $79.34 on Tuesday. iShares Morningstar Mid-Cap ETF has a 1-year low of $66.02 and a 1-year high of $82.52. The firm has a market capitalization of $948.11 million, a P/E ratio of 52.54 and a beta of 0.98. The firm’s 50-day moving average price is $78.88 and its 200-day moving average price is $76.08.

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.