Montis Financial LLC Purchases 3,034 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Montis Financial LLC increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 130,634 shares of the company’s stock after acquiring an additional 3,034 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises about 2.5% of Montis Financial LLC’s holdings, making the stock its 11th biggest holding. Montis Financial LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $8,140,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Bedel Financial Consulting Inc. boosted its position in shares of iShares Core S&P Mid-Cap ETF by 2.7% in the fourth quarter. Bedel Financial Consulting Inc. now owns 34,144 shares of the company’s stock valued at $2,216,000 after acquiring an additional 909 shares during the period. Sheaff Brock Investment Advisors LLC lifted its position in 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 purchasing an additional 375 shares during the last quarter. Novare Capital Management LLC lifted its position in 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 purchasing an additional 12,486 shares during the last quarter. Oak Harbor Wealth Partners LLC lifted its position in iShares Core S&P Mid-Cap ETF by 17.1% during the fourth quarter. Oak Harbor Wealth Partners LLC now owns 29,361 shares of the company’s stock valued at $1,829,000 after purchasing an additional 4,283 shares during the last quarter. Finally, SC&H Financial Advisors Inc. lifted its position in 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 purchasing an additional 1,919 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of iShares Core S&P Mid-Cap ETF stock opened at $58.60 on Friday. iShares Core S&P Mid-Cap ETF has a 1 year low of $56.01 and a 1 year high of $68.33. The firm has a market cap of $89.66 billion, a PE ratio of 18.98 and a beta of 1.14. The company has a 50 day simple moving average of $62.81 and a two-hundred day simple moving average of $63.13.

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).