iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) Shares Sold by Orgel Wealth Management LLC

Orgel Wealth Management LLC cut its position in shares of iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) by 0.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 343,362 shares of the company’s stock after selling 1,596 shares during the quarter. iShares Morningstar Mid-Cap Value ETF accounts for 0.7% of Orgel Wealth Management LLC’s portfolio, making the stock its 22nd largest position. Orgel Wealth Management LLC’s holdings in iShares Morningstar Mid-Cap Value ETF were worth $25,498,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. swisspartners Advisors Ltd acquired a new stake in iShares Morningstar Mid-Cap Value ETF during the third quarter valued at approximately $7,922,000. EP Wealth Advisors LLC bought a new stake in shares of iShares Morningstar Mid-Cap Value ETF during the 3rd quarter worth $3,316,000. International Assets Investment Management LLC acquired a new position in shares of iShares Morningstar Mid-Cap Value ETF in the 3rd quarter worth $1,782,000. Jim Saulnier & Associates LLC acquired a new stake in shares of iShares Morningstar Mid-Cap Value ETF during the third quarter worth $1,598,000. Finally, Black Diamond Financial LLC boosted its position in shares of iShares Morningstar Mid-Cap Value ETF by 12.0% in the 3rd quarter. Black Diamond Financial LLC now owns 104,242 shares of the company’s stock valued at $8,029,000 after purchasing an additional 11,151 shares during the period.

iShares Morningstar Mid-Cap Value ETF Trading Up 0.5 %

NASDAQ IMCV opened at $76.83 on Friday. iShares Morningstar Mid-Cap Value ETF has a 1 year low of $65.23 and a 1 year high of $81.32. The company has a market cap of $676.10 million, a PE ratio of 15.65 and a beta of 1.08. The stock’s 50-day moving average price is $76.97 and its two-hundred day moving average price is $75.47.

iShares Morningstar Mid-Cap Value ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a $0.5157 dividend. The ex-dividend date was Tuesday, December 17th.

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.