Caldwell Trust Co Acquires 11,762 Shares of iShares Core S&P Mid-Cap ETF $IJH

Caldwell Trust Co lifted its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 7.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 171,917 shares of the company’s stock after purchasing an additional 11,762 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for about 1.0% of Caldwell Trust Co’s portfolio, making the stock its 26th biggest position. Caldwell Trust Co’s holdings in iShares Core S&P Mid-Cap ETF were worth $11,610,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Bank of New York Mellon Corp increased its stake in iShares Core S&P Mid-Cap ETF by 5.4% during the 4th quarter. Bank of New York Mellon Corp now owns 58,545,723 shares of the company’s stock worth $3,864,018,000 after purchasing an additional 2,998,287 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P Mid-Cap ETF by 2.3% during the 3rd 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 during the period. Valpey Financial Services LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 6,393.9% during the 4th 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 during the period. Mercer Global Advisors Inc. ADV lifted 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 valued at $150,231,000 after buying an additional 1,622,736 shares in the last quarter. Finally, Bridges Investment Management Inc. lifted 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 valued at $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 Down 0.3%

iShares Core S&P Mid-Cap ETF stock opened at $76.22 on Friday. The stock has a market capitalization of $121.03 billion, a PE ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a twelve month low of $61.29 and a twelve month high of $77.12. The company has a 50 day moving average of $74.01 and a 200-day moving average of $70.70.

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.