iShares Core S&P Mid-Cap ETF $IJH Stock Holdings Lifted by Private Advisory Group LLC

Private Advisory Group LLC increased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 16.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 273,026 shares of the company’s stock after acquiring an additional 38,969 shares during the period. iShares Core S&P Mid-Cap ETF makes up about 1.0% of Private Advisory Group LLC’s holdings, making the stock its 21st largest holding. Private Advisory Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $19,644,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Frederick Financial Consultants LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 5.1% in the 3rd quarter. Frederick Financial Consultants LLC now owns 2,817 shares of the company’s stock valued at $203,000 after purchasing an additional 136 shares during the last quarter. Cyndeo Wealth Partners LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 3.5% during the 3rd quarter. Cyndeo Wealth Partners LLC now owns 4,274 shares of the company’s stock worth $308,000 after purchasing an additional 145 shares during the period. Tucker Asset Management LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 15.2% during the 2nd quarter. Tucker Asset Management LLC now owns 1,166 shares of the company’s stock worth $90,000 after purchasing an additional 154 shares during the period. Next Level Wealth Planning LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.4% during the 3rd quarter. Next Level Wealth Planning LLC now owns 6,486 shares of the company’s stock worth $467,000 after purchasing an additional 155 shares during the period. Finally, Gemmer Asset Management LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 1.2% during the 2nd quarter. Gemmer Asset Management LLC now owns 13,160 shares of the company’s stock worth $1,015,000 after purchasing an additional 157 shares during the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Down 1.2%

Shares of IJH opened at $73.85 on Friday. The firm has a market cap of $124.05 billion, a P/E ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a 12-month low of $62.22 and a 12-month high of $78.71. The company’s 50-day moving average price is $73.39 and its 200 day moving average price is $73.15.

iShares Core S&P Mid-Cap ETF Profile

Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor’s MidCap 400 (the Underlying Index). The Underlying Index measures the performance of the mid-capitalization sector of the United States equity market. The Underlying Index consists of stocks from a range of industries. Components include financial, industrials, and information technology companies.