Compass Planning Associates Inc Purchases 219 Shares of iShares Morningstar Mid-Cap Growth ETF $IMCG

Compass Planning Associates Inc lifted its position in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 43.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 719 shares of the company’s stock after buying an additional 219 shares during the quarter. Compass Planning Associates Inc’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $58,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Nemes Rush Group LLC bought a new stake in shares of iShares Morningstar Mid-Cap Growth ETF in the 1st quarter valued at approximately $26,000. NBC Securities Inc. bought a new stake in shares of iShares Morningstar Mid-Cap Growth ETF in the 1st quarter valued at approximately $51,000. Parallel Advisors LLC boosted its position in iShares Morningstar Mid-Cap Growth ETF by 28.2% during the first quarter. Parallel Advisors LLC now owns 1,410 shares of the company’s stock worth $101,000 after purchasing an additional 310 shares during the period. Financial Perspectives Inc boosted its position in iShares Morningstar Mid-Cap Growth ETF by 11.7% during the first quarter. Financial Perspectives Inc now owns 1,553 shares of the company’s stock worth $111,000 after purchasing an additional 163 shares during the period. Finally, Smartleaf Asset Management LLC boosted its position in iShares Morningstar Mid-Cap Growth ETF by 19.9% during the first quarter. Smartleaf Asset Management LLC now owns 2,335 shares of the company’s stock worth $166,000 after purchasing an additional 388 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Stock Up 0.8%

Shares of iShares Morningstar Mid-Cap Growth ETF stock opened at $83.00 on Friday. The stock has a market capitalization of $2.92 billion, a P/E ratio of 28.77 and a beta of 1.08. The stock has a 50 day moving average price of $81.78 and a two-hundred day moving average price of $77.50. iShares Morningstar Mid-Cap Growth ETF has a 12-month low of $61.65 and a 12-month high of $83.26.

iShares Morningstar Mid-Cap Growth ETF Profile

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