CBM Financial LLC Makes New Investment in iShares Core S&P Mid-Cap ETF $IJH

CBM Financial LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 234,672 shares of the company’s stock, valued at approximately $16,819,000. iShares Core S&P Mid-Cap ETF comprises about 11.4% of CBM Financial LLC’s holdings, making the stock its 4th biggest holding.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Lexington Hill Partners LLC purchased a new stake in shares of iShares Core S&P Mid-Cap ETF in the 4th quarter valued at $279,000. Axxcess Wealth Management LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF by 13.2% in the fourth quarter. Axxcess Wealth Management LLC now owns 1,049,797 shares of the company’s stock worth $69,287,000 after acquiring an additional 122,379 shares during the period. Aznar Financial Advisors LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF during the fourth quarter worth $14,790,000. Birchwood Financial Partners Inc. purchased a new position in shares of iShares Core S&P Mid-Cap ETF during the fourth quarter worth $309,000. Finally, Corient Private Wealth LLC lifted its position in iShares Core S&P Mid-Cap ETF by 32.7% during the fourth quarter. Corient Private Wealth LLC now owns 4,585,531 shares of the company’s stock valued at $298,649,000 after purchasing an additional 1,131,102 shares during the period. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $75.78 on Friday. iShares Core S&P Mid-Cap ETF has a one year low of $59.84 and a one year high of $77.01. The firm has a market cap of $120.33 billion, a price-to-earnings ratio of 19.00 and a beta of 1.01. The firm’s fifty day moving average is $73.42 and its two-hundred day moving average is $70.32.

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.