Next Level Wealth Planning LLC Makes New Investment in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Next Level Wealth Planning LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,737 shares of the company’s stock, valued at approximately $669,000. iShares Core S&P Mid-Cap ETF makes up 0.5% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 16th largest holding.

Other large investors have also made changes to their positions in the company. Newbridge Financial Services Group Inc. acquired a new stake in shares of iShares Core S&P Mid-Cap ETF during the 4th quarter worth approximately $26,000. New Millennium Group LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF by 234.8% during the 4th quarter. New Millennium Group LLC now owns 452 shares of the company’s stock worth $28,000 after acquiring an additional 317 shares in the last quarter. CarsonAllaria Wealth Management Ltd. boosted its position in shares of iShares Core S&P Mid-Cap ETF by 783.6% during the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 539 shares of the company’s stock worth $34,000 after acquiring an additional 478 shares in the last quarter. Darwin Wealth Management LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF during the 3rd quarter worth approximately $35,000. Finally, New Wave Wealth Advisors LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF during the 4th quarter worth approximately $37,000.

iShares Core S&P Mid-Cap ETF Trading Down 0.1 %

NYSEARCA IJH opened at $63.90 on Friday. The firm has a market capitalization of $89.46 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The firm’s 50 day simple moving average is $63.93 and its 200 day simple moving average is $62.99. iShares Core S&P Mid-Cap ETF has a 1 year low of $55.78 and a 1 year high of $68.33.

iShares Core S&P Mid-Cap ETF 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).