iShares Core S&P Mid-Cap ETF $IJH is Connecticut Wealth Management LLC’s 5th Largest Position

Connecticut Wealth Management LLC decreased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,840,661 shares of the company’s stock after selling 44,971 shares during the period. iShares Core S&P Mid-Cap ETF makes up approximately 5.3% of Connecticut Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Connecticut Wealth Management LLC owned 0.12% of iShares Core S&P Mid-Cap ETF worth $121,484,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Coyle Financial Counsel LLC grew its position in iShares Core S&P Mid-Cap ETF by 33.6% in the third quarter. Coyle Financial Counsel LLC now owns 290,109 shares of the company’s stock worth $18,932,000 after acquiring an additional 72,902 shares in the last quarter. Bright Futures Wealth Management LLC. purchased a new position in iShares Core S&P Mid-Cap ETF in the third quarter worth about $1,231,000. Drake & Associates LLC grew its position in iShares Core S&P Mid-Cap ETF by 14.2% in the third quarter. Drake & Associates LLC now owns 427,500 shares of the company’s stock worth $27,693,000 after acquiring an additional 53,310 shares in the last quarter. 1ST Source Bank grew its position in iShares Core S&P Mid-Cap ETF by 28.7% in the third quarter. 1ST Source Bank now owns 380,722 shares of the company’s stock worth $24,846,000 after acquiring an additional 84,803 shares in the last quarter. Finally, Artemis Wealth Advisors LLC grew its position in iShares Core S&P Mid-Cap ETF by 50.3% in the third quarter. Artemis Wealth Advisors LLC now owns 46,740 shares of the company’s stock worth $3,050,000 after acquiring an additional 15,650 shares in the last quarter. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Up 2.5%

IJH opened at $75.50 on Friday. The firm has a market cap of $119.89 billion, a P/E ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a 12 month low of $59.84 and a 12 month high of $75.64. The stock has a 50-day moving average of $72.67 and a 200 day moving average of $69.97.

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.