Kellett Wealth Advisors LLC Makes New Investment in iShares Core S&P Mid-Cap ETF $IJH

Kellett Wealth Advisors LLC acquired a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 10,410 shares of the company’s stock, valued at approximately $749,000.

A number of other institutional investors also recently bought and sold shares of the stock. Fifth Third Bancorp lifted its position in iShares Core S&P Mid-Cap ETF by 58.2% during the first quarter. Fifth Third Bancorp now owns 7,404,697 shares of the company’s stock valued at $500,039,000 after purchasing an additional 2,724,330 shares in the last quarter. Acropolis Investment Management LLC bought a new stake in iShares Core S&P Mid-Cap ETF during the third quarter valued at about $123,407,000. Orgel Wealth Management LLC purchased a new stake in iShares Core S&P Mid-Cap ETF in the second quarter worth about $119,415,000. Avidian Wealth Enterprises LLC purchased a new stake in iShares Core S&P Mid-Cap ETF in the third quarter worth about $109,898,000. Finally, Royal Bank of Canada raised its stake in shares of iShares Core S&P Mid-Cap ETF by 6.2% in the fourth quarter. Royal Bank of Canada now owns 25,229,492 shares of the company’s stock worth $1,665,147,000 after buying an additional 1,482,873 shares during the period. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Down 1.4%

NYSEARCA IJH opened at $72.27 on Thursday. The stock’s 50-day moving average price is $74.86 and its 200-day moving average price is $74.18. iShares Core S&P Mid-Cap ETF has a 52 week low of $62.22 and a 52 week high of $78.71. The company has a market capitalization of $121.24 billion, a P/E ratio of 19.00 and a beta of 1.02.

About iShares Core S&P Mid-Cap ETF

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.