HTG Investment Advisors Inc. Has $2.83 Million Holdings in iShares Core S&P Mid-Cap ETF $IJH

HTG Investment Advisors Inc. lessened its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 38.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 42,851 shares of the company’s stock after selling 26,890 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up 0.9% of HTG Investment Advisors Inc.’s investment portfolio, making the stock its 25th biggest holding. HTG Investment Advisors Inc.’s holdings in iShares Core S&P Mid-Cap ETF were worth $2,828,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. CapWealth Advisors LLC lifted its holdings in iShares Core S&P Mid-Cap ETF by 31.6% in the fourth quarter. CapWealth Advisors LLC now owns 10,096 shares of the company’s stock valued at $666,000 after buying an additional 2,426 shares during the period. Robertson Stephens Wealth Management LLC increased its stake in iShares Core S&P Mid-Cap ETF by 0.8% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 201,258 shares of the company’s stock valued at $13,283,000 after purchasing an additional 1,597 shares in the last quarter. Uptick Partners LLC increased its stake in iShares Core S&P Mid-Cap ETF by 14.6% in the fourth quarter. Uptick Partners LLC now owns 12,823 shares of the company’s stock valued at $846,000 after purchasing an additional 1,635 shares in the last quarter. Total Clarity Wealth Management Inc. bought a new stake in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $258,000. Finally, Opes Wealth Management LLC increased its stake in iShares Core S&P Mid-Cap ETF by 2.5% in the fourth quarter. Opes Wealth Management LLC now owns 135,922 shares of the company’s stock valued at $8,971,000 after purchasing an additional 3,288 shares in the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.

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

IJH opened at $72.81 on Friday. iShares Core S&P Mid-Cap ETF has a 1-year low of $57.76 and a 1-year high of $74.03. The company has a market cap of $115.62 billion, a P/E ratio of 19.00 and a beta of 1.02. The company has a fifty day moving average price of $69.83 and a two-hundred day moving average price of $68.11.

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.