Falcon Wealth Planning Boosts Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Falcon Wealth Planning raised its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 58.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,788 shares of the company’s stock after purchasing an additional 4,366 shares during the quarter. Falcon Wealth Planning’s holdings in iShares Core S&P Mid-Cap ETF were worth $735,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Novare Capital Management LLC raised its position in iShares Core S&P Mid-Cap ETF by 10.7% during the 4th quarter. Novare Capital Management LLC now owns 129,554 shares of the company’s stock worth $8,073,000 after buying an additional 12,486 shares during the last quarter. Affinity Capital Advisors LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 8.8% during the third quarter. Affinity Capital Advisors LLC now owns 111,692 shares of the company’s stock worth $6,961,000 after purchasing an additional 9,012 shares in the last quarter. SPC Financial Inc. lifted its holdings in iShares Core S&P Mid-Cap ETF by 9.1% in the second quarter. SPC Financial Inc. now owns 117,516 shares of the company’s stock valued at $6,877,000 after acquiring an additional 9,798 shares during the period. Wealth Enhancement Advisory Services LLC lifted its holdings in iShares Core S&P Mid-Cap ETF by 2.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 1,615,542 shares of the company’s stock valued at $100,681,000 after acquiring an additional 32,494 shares during the period. Finally, Crescent Grove Advisors LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF by 6.4% during the 4th quarter. Crescent Grove Advisors LLC now owns 288,068 shares of the company’s stock worth $17,950,000 after purchasing an additional 17,298 shares in the last quarter.

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

Shares of IJH opened at $64.79 on Wednesday. The firm’s 50-day moving average is $64.60 and its two-hundred day moving average is $62.68. The firm has a market capitalization of $90.71 billion, a P/E ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a twelve month low of $54.14 and a twelve month 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).