RFG Bristol Wealth Advisors LLC Buys 20,246 Shares of iShares Core S&P Mid-Cap ETF $IJH

RFG Bristol Wealth Advisors LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 11.7% during the 1st quarter, HoldingsChannel reports. The firm owned 193,973 shares of the company’s stock after acquiring an additional 20,246 shares during the period. iShares Core S&P Mid-Cap ETF comprises 3.5% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. RFG Bristol Wealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $13,099,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the stock. NerdWallet Wealth Partners LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 155.3% in the 1st quarter. NerdWallet Wealth Partners LLC now owns 51,110 shares of the company’s stock valued at $3,452,000 after purchasing an additional 31,088 shares during the last quarter. Beaumont Financial Advisors LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 0.8% during the first quarter. Beaumont Financial Advisors LLC now owns 565,412 shares of the company’s stock worth $38,182,000 after buying an additional 4,223 shares during the last quarter. Midwest Professional Planners LTD. grew its stake in shares of iShares Core S&P Mid-Cap ETF by 3.2% during the first quarter. Midwest Professional Planners LTD. now owns 84,287 shares of the company’s stock worth $5,692,000 after buying an additional 2,632 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 0.3% during the first quarter. Bank of New York Mellon Corp now owns 58,734,173 shares of the company’s stock worth $3,966,319,000 after buying an additional 188,450 shares in the last quarter. Finally, Nolet Wealth Management LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 32.1% during the first quarter. Nolet Wealth Management LLC now owns 49,119 shares of the company’s stock worth $3,317,000 after buying an additional 11,932 shares in the last quarter. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of IJH opened at $75.63 on Thursday. iShares Core S&P Mid-Cap ETF has a 52 week low of $61.29 and a 52 week high of $77.28. The stock has a market capitalization of $122.34 billion, a price-to-earnings ratio of 19.00 and a beta of 1.00. The stock has a fifty day moving average of $74.83 and a 200-day moving average of $71.55.

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.