Capital Planning Advisors LLC Grows Position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Capital Planning Advisors LLC grew its stake in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 19.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,006 shares of the company’s stock after acquiring an additional 1,143 shares during the quarter. Capital Planning Advisors LLC’s holdings in iShares Morningstar Mid-Cap ETF were worth $534,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. S.A. Mason LLC boosted its holdings in shares of iShares Morningstar Mid-Cap ETF by 1.2% during the third quarter. S.A. Mason LLC now owns 11,724 shares of the company’s stock worth $891,000 after purchasing an additional 144 shares during the last quarter. Procyon Advisors LLC boosted its stake in iShares Morningstar Mid-Cap ETF by 3.0% in the 4th quarter. Procyon Advisors LLC now owns 4,984 shares of the company’s stock worth $380,000 after buying an additional 144 shares during the last quarter. Signaturefd LLC grew its holdings in iShares Morningstar Mid-Cap ETF by 12.1% in the 3rd quarter. Signaturefd LLC now owns 1,453 shares of the company’s stock valued at $110,000 after buying an additional 157 shares during the period. FMR LLC lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 2.7% during the 3rd quarter. FMR LLC now owns 7,972 shares of the company’s stock worth $606,000 after acquiring an additional 210 shares during the period. Finally, Axiom Advisory LLC lifted its holdings in shares of 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 acquiring an additional 220 shares during the period. Institutional investors and hedge funds own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Performance

iShares Morningstar Mid-Cap ETF stock opened at $79.60 on Thursday. The company has a market cap of $951.22 million, a price-to-earnings ratio of 52.72 and a beta of 0.98. iShares Morningstar Mid-Cap ETF has a 1 year low of $65.99 and a 1 year high of $82.52. The firm has a 50 day moving average price of $78.84 and a 200 day moving average price of $75.85.

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.