Trivant Custom Portfolio Group LLC Buys Shares of 3,354 iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

Trivant Custom Portfolio Group LLC bought a new stake in shares of iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 3,354 shares of the company’s stock, valued at approximately $208,000.

A number of other large investors have also recently bought and sold shares of IMCV. Orgel Wealth Management LLC grew its holdings in iShares Morningstar Mid-Cap Value ETF by 61.5% during the 1st quarter. Orgel Wealth Management LLC now owns 283,668 shares of the company’s stock valued at $17,553,000 after buying an additional 108,017 shares during the last quarter. Woodard & Co. Asset Management Group Inc. ADV purchased a new position in shares of iShares Morningstar Mid-Cap Value ETF during the 1st quarter worth $5,698,000. Bank of America Corp DE lifted its stake in shares of iShares Morningstar Mid-Cap Value ETF by 51.3% during the 1st quarter. Bank of America Corp DE now owns 237,896 shares of the company’s stock worth $16,389,000 after purchasing an additional 80,630 shares during the period. Baird Financial Group Inc. lifted its stake in shares of iShares Morningstar Mid-Cap Value ETF by 198.3% during the 1st quarter. Baird Financial Group Inc. now owns 115,285 shares of the company’s stock worth $7,942,000 after purchasing an additional 76,644 shares during the period. Finally, Ipsen Advisor Group LLC purchased a new position in shares of iShares Morningstar Mid-Cap Value ETF during the 4th quarter worth $3,836,000.

iShares Morningstar Mid-Cap Value ETF Stock Up 0.0 %

Shares of iShares Morningstar Mid-Cap Value ETF stock opened at $63.02 on Wednesday. iShares Morningstar Mid-Cap Value ETF has a fifty-two week low of $55.69 and a fifty-two week high of $68.50. The firm has a market cap of $519.92 million, a PE ratio of 14.20 and a beta of 1.08. The business’s fifty day moving average is $64.38 and its two-hundred day moving average is $62.40.

iShares Morningstar Mid-Cap Value ETF Company Profile

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