Private Trust Co. NA Lowers Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Private Trust Co. NA decreased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 7.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 109,244 shares of the company’s stock after selling 8,425 shares during the period. iShares Core S&P Mid-Cap ETF accounts for about 0.7% of Private Trust Co. NA’s investment portfolio, making the stock its 17th biggest position. Private Trust Co. NA’s holdings in iShares Core S&P Mid-Cap ETF were worth $6,807,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IJH. Sheaff Brock Investment Advisors LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.9% during the fourth quarter. Sheaff Brock Investment Advisors LLC now owns 13,420 shares of the company’s stock valued at $836,000 after buying an additional 375 shares during the last quarter. Novare Capital Management LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 10.7% during the fourth quarter. Novare Capital Management LLC now owns 129,554 shares of the company’s stock valued at $8,073,000 after buying an additional 12,486 shares during the last quarter. SC&H Financial Advisors Inc. grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 16.2% during the fourth quarter. SC&H Financial Advisors Inc. now owns 13,773 shares of the company’s stock valued at $858,000 after buying an additional 1,919 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.1% during 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 buying an additional 32,494 shares during the last quarter. Finally, Investments & Financial Planning LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 0.4% during the fourth quarter. Investments & Financial Planning LLC now owns 396,889 shares of the company’s stock valued at $24,730,000 after buying an additional 1,747 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $61.25 on Friday. iShares Core S&P Mid-Cap ETF has a one year low of $56.01 and a one year high of $68.33. The firm has a market cap of $85.75 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The firm’s fifty day moving average is $63.55 and its two-hundred day moving average is $63.21.

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).