Wealthspire Advisors LLC Has $504.44 Million Position in iShares Core S&P Mid-Cap ETF $IJH

Wealthspire Advisors LLC decreased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJHFree Report) by 48.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,642,952 shares of the company’s stock after selling 7,275,118 shares during the period. iShares Core S&P Mid-Cap ETF comprises approximately 4.0% of Wealthspire Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Wealthspire Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $504,435,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of IJH. Bank of New York Mellon Corp raised its stake in iShares Core S&P Mid-Cap ETF by 5.4% in the fourth quarter. Bank of New York Mellon Corp now owns 58,545,723 shares of the company’s stock worth $3,864,018,000 after buying an additional 2,998,287 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake 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 buying an additional 2,757,510 shares in the last quarter. Valpey Financial Services LLC raised its stake 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 buying an additional 1,672,709 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in 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 buying an additional 1,622,736 shares in the last quarter. Finally, Bridges Investment Management Inc. raised its stake in iShares Core S&P Mid-Cap ETF by 35.4% in the fourth quarter. Bridges Investment Management Inc. now owns 6,015,226 shares of the company’s stock worth $397,005,000 after buying an additional 1,572,184 shares in the last quarter. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Up 0.7%

Shares of NYSEARCA:IJH opened at $76.04 on Friday. The company has a market capitalization of $120.75 billion, a price-to-earnings ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a 52 week low of $59.84 and a 52 week high of $76.41. The firm has a 50 day moving average of $72.83 and a 200 day moving average of $70.01.

iShares Core S&P Mid-Cap ETF Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

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