Instrumental Wealth LLC Purchases 17,667 Shares of iShares Core S&P Mid-Cap ETF $IJH

Instrumental Wealth LLC increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 5.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 333,936 shares of the company’s stock after purchasing an additional 17,667 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up approximately 14.4% of Instrumental Wealth LLC’s investment portfolio, making the stock its largest position. Instrumental Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $24,067,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Networth Advisors LLC purchased a new position in iShares Core S&P Mid-Cap ETF in the 4th quarter valued at $28,000. New Millennium Group LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 72.1% during the third quarter. New Millennium Group LLC now owns 537 shares of the company’s stock worth $35,000 after buying an additional 225 shares in the last quarter. Maryland Capital Advisors Inc. grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 240.7% during the fourth quarter. Maryland Capital Advisors Inc. now owns 552 shares of the company’s stock worth $36,000 after buying an additional 390 shares in the last quarter. Timmons Wealth Management LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at about $37,000. Finally, Garner Asset Management Corp acquired a new stake in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at about $39,000. 14.60% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $75.78 on Friday. The company’s 50-day moving average price is $73.52 and its 200-day moving average price is $70.36. The company has a market cap of $120.33 billion, a P/E ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a twelve month low of $59.84 and a twelve month high of $77.01.

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.