Planning Project LLC Takes $44.24 Million Position in iShares Core S&P Mid-Cap ETF $IJH

Planning Project LLC purchased a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 587,162 shares of the company’s stock, valued at approximately $44,244,000. iShares Core S&P Mid-Cap ETF accounts for 8.9% of Planning Project LLC’s holdings, making the stock its 4th biggest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of IJH. Bank of New York Mellon Corp lifted its holdings in iShares Core S&P Mid-Cap ETF by 5.4% during the 4th quarter. Bank of New York Mellon Corp now owns 58,545,723 shares of the company’s stock valued at $3,864,018,000 after buying an additional 2,998,287 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P Mid-Cap ETF by 2.3% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 122,648,738 shares of the company’s stock worth $8,004,057,000 after acquiring an additional 2,757,510 shares in the last quarter. Fifth Third Bancorp grew its stake in iShares Core S&P Mid-Cap ETF by 58.2% in the 1st quarter. Fifth Third Bancorp now owns 7,404,697 shares of the company’s stock worth $500,039,000 after acquiring an additional 2,724,330 shares in the last quarter. Valpey Financial Services LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 6,393.9% during the fourth quarter. Valpey Financial Services LLC now owns 1,698,870 shares of the company’s stock worth $112,125,000 after acquiring an additional 1,672,709 shares during the period. Finally, Bridges Investment Management Inc. increased its position in shares of iShares Core S&P Mid-Cap ETF by 35.4% during the fourth quarter. Bridges Investment Management Inc. now owns 6,015,226 shares of the company’s stock worth $397,005,000 after acquiring an additional 1,572,184 shares during the period. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

iShares Core S&P Mid-Cap ETF stock opened at $75.85 on Monday. The company has a 50 day moving average price of $76.25 and a 200-day moving average price of $73.39. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $62.22 and a fifty-two week high of $78.71. The company has a market capitalization of $123.37 billion, a PE ratio of 19.00 and a beta of 1.01.

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.