iShares Core S&P Mid-Cap ETF $IJH Shares Purchased by Lutz Financial Services LLC

Lutz Financial Services LLC lifted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 6.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,578,398 shares of the company’s stock after purchasing an additional 89,867 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 7.1% of Lutz Financial Services LLC’s portfolio, making the stock its 3rd biggest holding. Lutz Financial Services LLC owned about 0.10% of iShares Core S&P Mid-Cap ETF worth $104,174,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Networth Advisors LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF in the 4th quarter valued at $28,000. New Millennium Group LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 72.1% in the 3rd quarter. New Millennium Group LLC now owns 537 shares of the company’s stock valued at $35,000 after purchasing an additional 225 shares during the period. Maryland Capital Advisors Inc. lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 240.7% in the 4th quarter. Maryland Capital Advisors Inc. now owns 552 shares of the company’s stock valued at $36,000 after purchasing an additional 390 shares during the period. Garner Asset Management Corp acquired a new position in shares of iShares Core S&P Mid-Cap ETF in the 4th quarter valued at $39,000. Finally, Bank & Trust Co acquired a new position in iShares Core S&P Mid-Cap ETF in the 4th quarter worth about $41,000. 14.60% of the stock is currently owned by institutional investors and hedge funds.

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

NYSEARCA IJH opened at $72.15 on Tuesday. The stock has a market capitalization of $114.57 billion, a price-to-earnings ratio of 19.00 and a beta of 1.02. iShares Core S&P Mid-Cap ETF has a twelve month low of $58.84 and a twelve month high of $75.15. The stock has a 50-day moving average of $70.24 and a 200 day moving average of $68.72.

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). 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.