Jones Financial Companies Lllp Has $234,000 Stock Holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Jones Financial Companies Lllp grew its holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 85.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,076 shares of the company’s stock after buying an additional 1,416 shares during the quarter. Jones Financial Companies Lllp’s holdings in iShares Morningstar Mid-Cap ETF were worth $234,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the business. Procyon Advisors LLC raised its stake in shares of 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 valued at $380,000 after buying an additional 144 shares in the last quarter. FMR LLC raised its stake in shares of iShares Morningstar Mid-Cap ETF by 2.7% in the 3rd quarter. FMR LLC now owns 7,972 shares of the company’s stock valued at $606,000 after buying an additional 210 shares in the last quarter. Financial Perspectives Inc raised its stake in shares of iShares Morningstar Mid-Cap ETF by 4.5% in the 4th quarter. Financial Perspectives Inc now owns 4,968 shares of the company’s stock valued at $378,000 after buying an additional 212 shares in the last quarter. RFG Advisory LLC increased its position in shares of iShares Morningstar Mid-Cap ETF by 10.9% during the 4th quarter. RFG Advisory LLC now owns 3,032 shares of the company’s stock worth $231,000 after purchasing an additional 298 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. increased its position in shares of iShares Morningstar Mid-Cap ETF by 9.8% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 3,441 shares of the company’s stock worth $261,000 after purchasing an additional 308 shares in the last quarter. Institutional investors and hedge funds own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Down 1.5 %

Shares of iShares Morningstar Mid-Cap ETF stock opened at $72.01 on Friday. The stock has a market capitalization of $860.52 million, a P/E ratio of 47.69 and a beta of 1.10. The company has a 50-day simple moving average of $77.76 and a 200 day simple moving average of $77.35. iShares Morningstar Mid-Cap ETF has a 12-month low of $68.07 and a 12-month high of $82.52.

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.