Provenance Wealth Advisors LLC Decreases Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Provenance Wealth Advisors LLC lowered its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 15.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 73,445 shares of the company’s stock after selling 13,144 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for about 0.5% of Provenance Wealth Advisors LLC’s portfolio, making the stock its 21st largest position. Provenance Wealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $4,960,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bank of New York Mellon Corp raised its position in shares of iShares Core S&P Mid-Cap ETF by 5.4% during the 4th 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 position in 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 worth $8,004,057,000 after acquiring an additional 2,757,510 shares in the last quarter. Valpey Financial Services LLC grew its position in 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 stake in iShares Core S&P Mid-Cap ETF by 238.9% during 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 during the last quarter. Finally, Bridges Investment Management Inc. increased its stake in iShares Core S&P Mid-Cap ETF by 35.4% during the fourth quarter. Bridges Investment Management Inc. now owns 6,015,226 shares of the company’s stock worth $397,005,000 after acquiring an additional 1,572,184 shares during the last quarter. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

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. iShares Core S&P Mid-Cap ETF has a 1 year low of $60.95 and a 1 year high of $77.01. The stock’s 50 day simple moving average is $73.82 and its two-hundred day simple moving average is $70.59.

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.