Halpern Financial Inc. Boosts Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Halpern Financial Inc. lifted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132,268 shares of the company’s stock after buying an additional 492 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 2.1% of Halpern Financial Inc.’s portfolio, making the stock its 18th biggest holding. Halpern Financial Inc.’s holdings in iShares Core S&P Mid-Cap ETF were worth $8,185,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. JPMorgan Chase & Co. raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 407.0% in the first quarter. JPMorgan Chase & Co. now owns 38,027,122 shares of the company’s stock worth $2,309,767,000 after acquiring an additional 30,526,866 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in iShares Core S&P Mid-Cap ETF by 83.0% in the second quarter. Envestnet Asset Management Inc. now owns 24,275,880 shares of the company’s stock valued at $1,420,625,000 after purchasing an additional 11,011,385 shares during the last quarter. First Command Advisory Services Inc. increased its stake in iShares Core S&P Mid-Cap ETF by 403.4% in the first quarter. First Command Advisory Services Inc. now owns 10,845,515 shares of the company’s stock valued at $658,929,000 after purchasing an additional 8,690,906 shares during the last quarter. Millburn Ridgefield Corp increased its stake in iShares Core S&P Mid-Cap ETF by 396.9% in the first quarter. Millburn Ridgefield Corp now owns 7,306,979 shares of the company’s stock valued at $443,826,000 after purchasing an additional 5,836,434 shares during the last quarter. Finally, Wealthspire Advisors LLC increased its stake in iShares Core S&P Mid-Cap ETF by 398.7% in the first quarter. Wealthspire Advisors LLC now owns 6,754,616 shares of the company’s stock valued at $410,275,000 after purchasing an additional 5,400,307 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

IJH stock traded up $0.60 during trading on Friday, reaching $62.28. 6,158,013 shares of the stock traded hands, compared to its average volume of 7,066,716. The business’s 50 day moving average price is $60.66 and its 200-day moving average price is $59.62. iShares Core S&P Mid-Cap ETF has a 52-week low of $46.30 and a 52-week high of $62.86. The firm has a market capitalization of $87.19 billion, a PE ratio of 3.28 and a beta of 1.09.

iShares Core S&P Mid-Cap ETF 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).