Morton Capital Management LLC CA Makes New Investment in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Morton Capital Management LLC CA bought a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 6,123 shares of the company’s stock, valued at approximately $382,000.

A number of other large investors have also modified their holdings of IJH. Kestra Advisory Services LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 3.6% during the 4th quarter. Kestra Advisory Services LLC now owns 242,699 shares of the company’s stock worth $67,264,000 after acquiring an additional 8,327 shares in the last quarter. Pacific Financial Group Inc. grew its stake in iShares Core S&P Mid-Cap ETF by 1.5% in the fourth quarter. Pacific Financial Group Inc. now owns 18,503 shares of the company’s stock worth $5,128,000 after purchasing an additional 270 shares in the last quarter. Pathstone Holdings LLC bought a new stake in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at about $396,845,000. Continuum Advisory LLC lifted its holdings in iShares Core S&P Mid-Cap ETF by 5.6% during the 4th quarter. Continuum Advisory LLC now owns 9,814 shares of the company’s stock worth $2,720,000 after buying an additional 518 shares during the last quarter. Finally, New England Asset Management Inc. grew its position in shares of iShares Core S&P Mid-Cap ETF by 24.8% in the 4th quarter. New England Asset Management Inc. now owns 16,859 shares of the company’s stock worth $4,672,000 after acquiring an additional 3,350 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Trading Down 0.8 %

IJH stock opened at $61.78 on Thursday. The stock’s 50 day simple moving average is $60.69 and its 200 day simple moving average is $59.68. iShares Core S&P Mid-Cap ETF has a 12-month low of $46.30 and a 12-month high of $62.86. The firm has a market cap of $86.49 billion, a P/E ratio of 3.28 and a beta of 1.09.

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).