Holistic Planning LLC Cuts Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Holistic Planning LLC cut its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,570 shares of the company’s stock after selling 185 shares during the quarter. Holistic Planning LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $617,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Minot DeBlois Advisors LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter worth approximately $27,000. Graney & King LLC purchased a new position in iShares Core S&P Mid-Cap ETF in the 4th quarter valued at $35,000. Atala Financial Inc acquired a new stake in iShares Core S&P Mid-Cap ETF during the 4th quarter worth $44,000. Optiver Holding B.V. grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 95.2% during the fourth quarter. Optiver Holding B.V. now owns 728 shares of the company’s stock worth $45,000 after buying an additional 355 shares in the last quarter. Finally, Cape Investment Advisory Inc. acquired a new stake in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at about $47,000. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Trading Up 1.3%

NYSEARCA:IJH opened at $61.85 on Friday. The company has a market cap of $94.55 billion, a P/E ratio of 18.36 and a beta of 1.12. iShares Core S&P Mid-Cap ETF has a twelve month low of $50.15 and a twelve month high of $68.33. The company’s 50-day moving average price is $59.54 and its 200-day moving average price is $60.66.

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).