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

Circle Wealth Management LLC raised its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 8.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,614,881 shares of the company’s stock after acquiring an additional 372,518 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up 4.7% of Circle Wealth Management LLC’s portfolio, making the stock its 5th biggest holding. Circle Wealth Management LLC owned approximately 0.30% of iShares Core S&P Mid-Cap ETF worth $304,582,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Quadrant Capital Group LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 4.6% in the fourth quarter. Quadrant Capital Group LLC now owns 722,654 shares of the company’s stock worth $47,695,000 after acquiring an additional 31,578 shares during the last quarter. Laurel Oak Wealth Management LLC acquired a new position in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $2,896,000. FineMark National Bank & Trust increased its stake in iShares Core S&P Mid-Cap ETF by 8.2% in the fourth quarter. FineMark National Bank & Trust now owns 534,122 shares of the company’s stock valued at $35,252,000 after purchasing an additional 40,463 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $37,000. Finally, Hamilton Point Investment Advisors LLC acquired a new position in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $104,000. 14.60% of the stock is owned by institutional investors and hedge funds.

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

iShares Core S&P Mid-Cap ETF stock opened at $76.04 on Friday. The firm has a market capitalization of $120.75 billion, a P/E ratio of 19.00 and a beta of 1.01. The stock has a fifty day moving average price of $72.83 and a 200 day moving average price of $70.01. iShares Core S&P Mid-Cap ETF has a 52 week low of $59.84 and a 52 week high of $76.41.

About iShares Core S&P Mid-Cap ETF

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.