Wescott Financial Advisory Group LLC Purchases 16,614 Shares of iShares Core S&P Mid-Cap ETF $IJH

Wescott Financial Advisory Group LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 14.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 130,639 shares of the company’s stock after acquiring an additional 16,614 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for approximately 0.8% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 26th largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $7,623,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Bank of America Corp DE increased its stake in iShares Core S&P Mid-Cap ETF by 4.1% in the fourth quarter. Bank of America Corp DE now owns 67,787,878 shares of the company’s stock valued at $4,223,863,000 after acquiring an additional 2,660,582 shares during the last quarter. Bank of New York Mellon Corp boosted its position in iShares Core S&P Mid-Cap ETF by 14.3% during the first quarter. Bank of New York Mellon Corp now owns 59,401,100 shares of the company’s stock valued at $3,466,054,000 after buying an additional 7,414,265 shares during the period. Raymond James Financial Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 5.6% during the first quarter. Raymond James Financial Inc. now owns 37,597,337 shares of the company’s stock valued at $2,193,804,000 after buying an additional 1,998,826 shares during the period. Envestnet Asset Management Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 19.9% during the first quarter. Envestnet Asset Management Inc. now owns 34,056,217 shares of the company’s stock valued at $1,987,180,000 after buying an additional 5,645,200 shares during the period. Finally, Royal Bank of Canada boosted its position in iShares Core S&P Mid-Cap ETF by 19.6% during the fourth quarter. Royal Bank of Canada now owns 25,727,192 shares of the company’s stock valued at $1,603,063,000 after buying an additional 4,222,994 shares during the period. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Down 0.2%

NYSEARCA IJH opened at $63.45 on Friday. The company has a 50-day simple moving average of $62.84 and a two-hundred day simple moving average of $60.54. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $68.33. The firm has a market cap of $97.26 billion, a price-to-earnings ratio of 19.00 and a beta of 1.12.

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).