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

Surience Private Wealth LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 74,118 shares of the company’s stock, valued at approximately $5,005,000. iShares Core S&P Mid-Cap ETF makes up approximately 5.4% of Surience Private Wealth LLC’s investment portfolio, making the stock its 5th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Bank of New York Mellon Corp lifted its position in iShares Core S&P Mid-Cap ETF by 5.4% during the fourth quarter. Bank of New York Mellon Corp now owns 58,545,723 shares of the company’s stock valued at $3,864,018,000 after buying an additional 2,998,287 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P Mid-Cap ETF by 2.3% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 122,648,738 shares of the company’s stock worth $8,004,057,000 after buying an additional 2,757,510 shares during the period. Valpey Financial Services LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 6,393.9% in the fourth quarter. Valpey Financial Services LLC now owns 1,698,870 shares of the company’s stock worth $112,125,000 after acquiring an additional 1,672,709 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its position 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 worth $150,231,000 after acquiring an additional 1,622,736 shares in the last quarter. Finally, Bridges Investment Management Inc. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 35.4% in the 4th quarter. Bridges Investment Management Inc. now owns 6,015,226 shares of the company’s stock valued at $397,005,000 after acquiring an additional 1,572,184 shares during the period. Institutional investors and hedge funds own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Up 0.6%

Shares of IJH stock opened at $75.76 on Thursday. The company has a market cap of $120.30 billion, a PE ratio of 19.00 and a beta of 1.01. The company’s fifty day simple moving average is $73.82 and its 200-day simple moving average is $70.59. iShares Core S&P Mid-Cap ETF has a 52 week low of $60.95 and a 52 week high of $77.01.

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.