Caldwell Trust Co Purchases 11,762 Shares of iShares Core S&P Mid-Cap ETF $IJH

Caldwell Trust Co lifted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 7.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 171,917 shares of the company’s stock after buying an additional 11,762 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 1.0% of Caldwell Trust Co’s investment portfolio, making the stock its 26th largest holding. Caldwell Trust Co’s holdings in iShares Core S&P Mid-Cap ETF were worth $11,610,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Networth Advisors LLC acquired a new stake in iShares Core S&P Mid-Cap ETF in the 4th quarter valued at approximately $28,000. Maryland Capital Advisors Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 240.7% during the 4th quarter. Maryland Capital Advisors Inc. now owns 552 shares of the company’s stock worth $36,000 after acquiring an additional 390 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in iShares Core S&P Mid-Cap ETF during the 4th quarter worth approximately $37,000. Garner Asset Management Corp bought a new position in shares of iShares Core S&P Mid-Cap ETF during the 4th quarter worth approximately $39,000. Finally, Garton & Associates Financial Advisors LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the 4th quarter worth approximately $40,000. 14.60% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Down 0.3%

NYSEARCA IJH opened at $76.22 on Friday. iShares Core S&P Mid-Cap ETF has a 12-month low of $61.29 and a 12-month high of $77.12. The company has a market capitalization of $121.03 billion, a PE ratio of 19.00 and a beta of 1.01. The firm’s 50 day moving average is $74.01 and its 200-day moving average is $70.70.

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.