Trifecta Capital Advisors LLC Purchases 40,416 Shares of iShares Core S&P Mid-Cap ETF $IJH

Trifecta Capital Advisors LLC raised its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 14.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 326,526 shares of the company’s stock after acquiring an additional 40,416 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 3.4% of Trifecta Capital Advisors LLC’s investment portfolio, making the stock its 8th biggest holding. Trifecta Capital Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $22,050,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Cypress Wealth Services LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 287.5% in the 4th quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock valued at $988,000 after buying an additional 11,112 shares during the period. Chesley Taft & Associates LLC raised its stake in iShares Core S&P Mid-Cap ETF by 1.3% during the 4th quarter. Chesley Taft & Associates LLC now owns 608,201 shares of the company’s stock worth $40,141,000 after buying an additional 7,714 shares during the period. Coastline Trust Co boosted its holdings in iShares Core S&P Mid-Cap ETF by 33.4% in the fourth quarter. Coastline Trust Co now owns 494,326 shares of the company’s stock worth $32,626,000 after acquiring an additional 123,864 shares in the last quarter. Grove Bank & Trust boosted its holdings in iShares Core S&P Mid-Cap ETF by 13.0% in the fourth quarter. Grove Bank & Trust now owns 696,313 shares of the company’s stock worth $45,957,000 after acquiring an additional 80,197 shares in the last quarter. Finally, Enclave Advisors LLC grew its stake in iShares Core S&P Mid-Cap ETF by 11.5% in the fourth quarter. Enclave Advisors LLC now owns 116,281 shares of the company’s stock valued at $7,675,000 after acquiring an additional 11,989 shares during the period. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

iShares Core S&P Mid-Cap ETF stock traded down $0.03 during mid-day trading on Friday, reaching $75.67. The stock had a trading volume of 6,723,643 shares, compared to its average volume of 12,726,170. The firm has a market capitalization of $122.40 billion, a PE ratio of 19.00 and a beta of 1.00. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $61.29 and a fifty-two week high of $77.28. The stock’s 50-day simple moving average is $74.71 and its 200-day simple moving average is $71.35.

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.