iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Position Trimmed by Private Wealth Group LLC

Private Wealth Group LLC cut its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 13.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,746 shares of the company’s stock after selling 600 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up approximately 0.7% of Private Wealth Group LLC’s portfolio, making the stock its 23rd largest holding. Private Wealth Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $709,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Security National Trust Co. lifted its position in shares of iShares Core S&P Mid-Cap ETF by 4.2% during the 1st quarter. Security National Trust Co. now owns 12,416 shares of the company’s stock worth $2,352,000 after purchasing an additional 500 shares during the last quarter. Baystate Wealth Management LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 514.7% in the first quarter. Baystate Wealth Management LLC now owns 1,715 shares of the company’s stock valued at $339,000 after buying an additional 1,436 shares during the last quarter. ACG Wealth raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 34.8% in the first quarter. ACG Wealth now owns 14,025 shares of the company’s stock valued at $2,656,000 after buying an additional 3,621 shares during the last quarter. Middleton & Co Inc MA raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 5.1% in the first quarter. Middleton & Co Inc MA now owns 28,501 shares of the company’s stock valued at $5,398,000 after buying an additional 1,372 shares during the last quarter. Finally, Field & Main Bank purchased a new stake in shares of iShares Core S&P Mid-Cap ETF in the first quarter valued at about $95,000.

Shares of NYSEARCA:IJH traded up $1.05 on Friday, reaching $186.44. The company’s stock had a trading volume of 46,732 shares, compared to its average volume of 1,304,041. iShares Core S&P Mid-Cap ETF has a 52-week low of $156.13 and a 52-week high of $205.47.

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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).

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Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

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