Summit Wealth Partners LLC Purchases 19,533 Shares of iShares Core S&P Mid-Cap ETF $IJH

Summit Wealth Partners LLC increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 29.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 86,596 shares of the company’s stock after purchasing an additional 19,533 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $5,848,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Brighton Jones LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 4.2% during the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock worth $4,840,000 after buying an additional 3,155 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 91.4% during the first quarter. AQR Capital Management LLC now owns 60,150 shares of the company’s stock valued at $3,510,000 after buying an additional 28,722 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF during the first quarter valued at about $7,142,000. United Bank increased its position in shares of iShares Core S&P Mid-Cap ETF by 3.3% during the second quarter. United Bank now owns 75,964 shares of the company’s stock worth $4,711,000 after acquiring an additional 2,460 shares in the last quarter. Finally, First Trust Advisors LP increased its position in shares of iShares Core S&P Mid-Cap ETF by 8.0% during the second quarter. First Trust Advisors LP now owns 9,352 shares of the company’s stock worth $580,000 after acquiring an additional 689 shares in the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Price Performance

IJH opened at $76.07 on Tuesday. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $59.84 and a fifty-two week high of $77.01. The firm has a market capitalization of $120.80 billion, a PE ratio of 19.00 and a beta of 1.01. The company’s 50-day moving average is $73.63 and its 200 day moving average is $70.46.

iShares Core S&P Mid-Cap ETF Company 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.