Vertrix Wealth Management LLC Takes Position in iShares Core S&P Mid-Cap ETF $IJH

Vertrix Wealth Management LLC bought a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 9,874 shares of the company’s stock, valued at approximately $667,000.

Several other institutional investors have also recently added to or reduced their stakes in IJH. Artemis Wealth Advisors LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 50.3% during the third quarter. Artemis Wealth Advisors LLC now owns 46,740 shares of the company’s stock worth $3,050,000 after purchasing an additional 15,650 shares in the last quarter. Cypress Wealth Services LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 287.5% during the fourth quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock valued at $988,000 after purchasing an additional 11,112 shares during the last quarter. Chesley Taft & Associates LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.3% in the fourth quarter. Chesley Taft & Associates LLC now owns 608,201 shares of the company’s stock valued at $40,141,000 after purchasing an additional 7,714 shares in the last quarter. Coastline Trust Co raised its position in iShares Core S&P Mid-Cap ETF by 33.4% in the 4th quarter. Coastline Trust Co now owns 494,326 shares of the company’s stock worth $32,626,000 after purchasing an additional 123,864 shares during the last quarter. Finally, American Wealth Advisors LLC bought a new position in iShares Core S&P Mid-Cap ETF in the 3rd quarter worth approximately $1,619,000. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $76.44 on Thursday. The company has a market cap of $123.39 billion, a price-to-earnings ratio of 19.00 and a beta of 1.00. The stock’s fifty day moving average price is $74.26 and its two-hundred day moving average price is $70.93. iShares Core S&P Mid-Cap ETF has a 52-week low of $61.29 and a 52-week high of $77.21.

About iShares Core S&P Mid-Cap ETF

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.