Transform Wealth LLC Lowers Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Transform Wealth LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 18.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,317 shares of the company’s stock after selling 1,209 shares during the period. Transform Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $331,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of IJH. Keener Financial Planning LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 400.0% during the first quarter. Keener Financial Planning LLC now owns 460 shares of the company’s stock valued at $28,000 after acquiring an additional 368 shares during the period. SYM FINANCIAL Corp boosted its stake in iShares Core S&P Mid-Cap ETF by 400.0% in the 1st quarter. SYM FINANCIAL Corp now owns 455 shares of the company’s stock worth $28,000 after purchasing an additional 364 shares during the period. Delta Asset Management LLC TN grew its holdings in iShares Core S&P Mid-Cap ETF by 400.0% during the 1st quarter. Delta Asset Management LLC TN now owns 455 shares of the company’s stock valued at $28,000 after buying an additional 364 shares in the last quarter. Pflug Koory LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 400.0% during the first quarter. Pflug Koory LLC now owns 475 shares of the company’s stock valued at $29,000 after buying an additional 380 shares during the last quarter. Finally, Mark Sheptoff Financial Planning LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 531.3% during the first quarter. Mark Sheptoff Financial Planning LLC now owns 505 shares of the company’s stock valued at $31,000 after buying an additional 425 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IJH opened at $63.81 on Thursday. The firm has a market cap of $89.33 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The firm has a fifty day moving average price of $61.15 and a 200 day moving average price of $59.78. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $46.30 and a fifty-two week high of $64.03.

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).