Pearl Planning LLC Buys New Holdings in iShares Core S&P Mid-Cap ETF $IJH

Pearl Planning LLC bought a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 10,322 shares of the company’s stock, valued at approximately $681,000. iShares Core S&P Mid-Cap ETF makes up approximately 0.4% of Pearl Planning LLC’s investment portfolio, making the stock its 29th biggest position.

A number of other large investors have also modified their holdings of IJH. Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 2.3% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 122,648,738 shares of the company’s stock valued at $8,004,057,000 after purchasing an additional 2,757,510 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of iShares Core S&P Mid-Cap ETF by 238.9% in the third quarter. Mercer Global Advisors Inc. ADV now owns 2,302,038 shares of the company’s stock valued at $150,231,000 after purchasing an additional 1,622,736 shares in the last quarter. Nisa Investment Advisors LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $86,989,000. Ameriprise Financial Inc. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 15.0% in the second quarter. Ameriprise Financial Inc. now owns 9,844,405 shares of the company’s stock valued at $610,012,000 after purchasing an additional 1,283,662 shares in the last quarter. Finally, Raymond James Financial Inc. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 3.0% in the second quarter. Raymond James Financial Inc. now owns 38,719,798 shares of the company’s stock valued at $2,401,402,000 after purchasing an additional 1,122,461 shares in the last quarter. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA:IJH opened at $73.99 on Friday. The business’s fifty day moving average price is $69.98 and its two-hundred day moving average price is $68.35. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $58.70 and a fifty-two week high of $75.15. The stock has a market capitalization of $117.49 billion, a price-to-earnings ratio of 19.00 and a beta of 1.02.

iShares Core S&P Mid-Cap ETF Company 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.