Atria Wealth Solutions Inc. Boosts Holdings in iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

Atria Wealth Solutions Inc. increased its holdings in iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCVFree Report) by 8.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 35,547 shares of the company’s stock after purchasing an additional 2,693 shares during the period. Atria Wealth Solutions Inc. owned approximately 0.41% of iShares Morningstar Mid-Cap Value ETF worth $2,169,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. Avantax Advisory Services Inc. increased its position in iShares Morningstar Mid-Cap Value ETF by 0.4% in the third quarter. Avantax Advisory Services Inc. now owns 90,047 shares of the company’s stock worth $5,456,000 after purchasing an additional 324 shares during the last quarter. Kestra Private Wealth Services LLC increased its position in iShares Morningstar Mid-Cap Value ETF by 79.8% during the third quarter. Kestra Private Wealth Services LLC now owns 7,074 shares of the company’s stock valued at $429,000 after acquiring an additional 3,140 shares during the last quarter. Merit Financial Group LLC increased its position in iShares Morningstar Mid-Cap Value ETF by 1.3% during the third quarter. Merit Financial Group LLC now owns 19,749 shares of the company’s stock valued at $1,197,000 after acquiring an additional 244 shares during the last quarter. Black Diamond Financial LLC increased its position in iShares Morningstar Mid-Cap Value ETF by 3.4% during the third quarter. Black Diamond Financial LLC now owns 72,156 shares of the company’s stock valued at $4,372,000 after acquiring an additional 2,383 shares during the last quarter. Finally, DDFG Inc increased its position in iShares Morningstar Mid-Cap Value ETF by 4.6% during the third quarter. DDFG Inc now owns 7,541 shares of the company’s stock valued at $457,000 after acquiring an additional 333 shares during the last quarter.

iShares Morningstar Mid-Cap Value ETF Stock Up 0.1 %

IMCV stock opened at $66.82 on Friday. iShares Morningstar Mid-Cap Value ETF has a twelve month low of $57.34 and a twelve month high of $68.35. The stock has a market capitalization of $577.99 million, a price-to-earnings ratio of 14.20 and a beta of 1.08. The firm’s fifty day simple moving average is $66.70 and its two-hundred day simple moving average is $63.66.

iShares Morningstar Mid-Cap Value ETF Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 27th. Stockholders of record on Thursday, December 21st were issued a $0.469 dividend. The ex-dividend date was Wednesday, December 20th. This is a boost from iShares Morningstar Mid-Cap Value ETF’s previous quarterly dividend of $0.44. This represents a $1.88 dividend on an annualized basis and a dividend yield of 2.81%.

iShares Morningstar Mid-Cap Value ETF Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding IMCV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCVFree Report).

Institutional Ownership by Quarter for iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

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