Lutz Financial Services LLC Has $107.94 Million Stake in iShares Core S&P Mid-Cap ETF $IJH

Lutz Financial Services LLC grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJHFree Report) by 1.3% during the 1st quarter, Holdings Channel reports. The firm owned 1,598,474 shares of the company’s stock after purchasing an additional 20,076 shares during the period. iShares Core S&P Mid-Cap ETF comprises 7.3% of Lutz Financial Services LLC’s investment portfolio, making the stock its 3rd largest position. Lutz Financial Services LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $107,945,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Cypress Wealth Services LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 287.5% in the 4th quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock valued at $988,000 after acquiring an additional 11,112 shares in the last quarter. Chesley Taft & Associates LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 1.3% during the 4th quarter. Chesley Taft & Associates LLC now owns 608,201 shares of the company’s stock worth $40,141,000 after acquiring an additional 7,714 shares in the last quarter. Coastline Trust Co boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 33.4% during the 4th quarter. Coastline Trust Co now owns 494,326 shares of the company’s stock worth $32,626,000 after buying an additional 123,864 shares during the period. Grove Bank & Trust grew its position in shares of iShares Core S&P Mid-Cap ETF by 13.0% in the fourth quarter. Grove Bank & Trust now owns 696,313 shares of the company’s stock valued at $45,957,000 after purchasing an additional 80,197 shares during the last quarter. Finally, Lido Advisors LLC increased its position in iShares Core S&P Mid-Cap ETF by 116.1% in the 3rd quarter. Lido Advisors LLC now owns 927,188 shares of the company’s stock worth $60,512,000 after buying an additional 498,116 shares during the period. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

NYSEARCA:IJH opened at $75.24 on Tuesday. The company has a fifty day moving average price of $74.76 and a 200 day moving average price of $71.44. The stock has a market cap of $121.71 billion, a P/E ratio of 19.00 and a beta of 1.00. iShares Core S&P Mid-Cap ETF has a one year low of $61.29 and a one year high of $77.28.

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.

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

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