iShares Core S&P Mid-Cap ETF $IJH Stake Reduced by LeConte Wealth Management LLC

LeConte Wealth Management LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 13.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 107,370 shares of the company’s stock after selling 16,797 shares during the period. iShares Core S&P Mid-Cap ETF makes up about 4.6% of LeConte Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. LeConte Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $7,086,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Corient Private Wealth LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 107.4% during the second quarter. Corient Private Wealth LLC now owns 10,204,380 shares of the company’s stock valued at $632,044,000 after buying an additional 5,285,095 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P Mid-Cap ETF by 2.3% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 122,648,738 shares of the company’s stock worth $8,004,057,000 after acquiring an additional 2,757,510 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its position in iShares Core S&P Mid-Cap ETF by 238.9% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 2,302,038 shares of the company’s stock valued at $150,231,000 after acquiring an additional 1,622,736 shares in the last quarter. Acorns Advisers LLC lifted its position in iShares Core S&P Mid-Cap ETF by 12.1% in the 2nd quarter. Acorns Advisers LLC now owns 12,540,574 shares of the company’s stock valued at $777,766,000 after acquiring an additional 1,356,941 shares in the last quarter. Finally, Nisa Investment Advisors LLC bought a new position in iShares Core S&P Mid-Cap ETF in the 4th quarter valued at approximately $86,989,000. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Up 3.0%

Shares of IJH opened at $67.53 on Wednesday. The company has a market cap of $105.46 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07. The business’s fifty day simple moving average is $69.52 and its two-hundred day simple moving average is $67.25. iShares Core S&P Mid-Cap ETF has a 12 month low of $50.15 and a 12 month high of $72.56.

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.