iShares Core S&P Mid-Cap ETF $IJH Shares Sold by HB Wealth Management LLC

HB Wealth Management LLC cut its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 179,370 shares of the company’s stock after selling 7,082 shares during the period. HB Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $11,838,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Financial Perspectives Inc grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.5% in the fourth quarter. Financial Perspectives Inc now owns 7,187 shares of the company’s stock valued at $474,000 after purchasing an additional 172 shares in the last quarter. Caprock Group LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 16.9% in the fourth quarter. Caprock Group LLC now owns 56,534 shares of the company’s stock valued at $3,731,000 after purchasing an additional 8,168 shares in the last quarter. FORM Wealth Advisors LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at approximately $45,360,000. Accretive Wealth Partners LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.2% in the fourth quarter. Accretive Wealth Partners LLC now owns 261,734 shares of the company’s stock valued at $17,274,000 after purchasing an additional 3,015 shares in the last quarter. Finally, Global Trust Wealth Management LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at approximately $5,974,000. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of IJH stock opened at $72.64 on Friday. The stock has a market capitalization of $115.04 billion, a P/E ratio of 19.00 and a beta of 1.04. The company has a 50 day moving average price of $69.74 and a 200 day moving average price of $67.85. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $55.61 and a fifty-two week high of $74.03.

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.