Pearl Planning LLC Invests $681,000 in iShares Core S&P Mid-Cap ETF $IJH

Pearl Planning LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 10,322 shares of the company’s stock, valued at approximately $681,000. iShares Core S&P Mid-Cap ETF comprises approximately 0.4% of Pearl Planning LLC’s holdings, making the stock its 29th biggest holding.

A number of other large investors also recently modified their holdings of IJH. Brighton Jones LLC lifted its holdings in shares of 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 lifted 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 worth $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 worth approximately $7,142,000. United Bank lifted its holdings 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 buying an additional 2,460 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings 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 buying an additional 689 shares during the last quarter. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Trading Up 0.4%

Shares of NYSEARCA IJH opened at $73.99 on Friday. The business has a fifty day simple moving average of $69.98 and a 200 day simple moving average of $68.35. The firm has a market capitalization of $117.49 billion, a price-to-earnings ratio of 19.00 and a beta of 1.02. iShares Core S&P Mid-Cap ETF has a one year low of $58.70 and a one year high of $75.15.

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.