Heritage Financial Services LLC Boosts Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Heritage Financial Services LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 6.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,265 shares of the company’s stock after buying an additional 335 shares during the period. Heritage Financial Services LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $328,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently bought and sold shares of the company. Private Ocean LLC increased its stake in iShares Core S&P Mid-Cap ETF by 352.7% in the 1st quarter. Private Ocean LLC now owns 29,148 shares of the company’s stock worth $1,770,000 after acquiring an additional 22,710 shares during the last quarter. Little House Capital LLC grew its position in iShares Core S&P Mid-Cap ETF by 605.7% in the first quarter. Little House Capital LLC now owns 144,138 shares of the company’s stock worth $8,755,000 after acquiring an additional 123,713 shares in the last quarter. Trust Co. of Virginia VA increased its stake in iShares Core S&P Mid-Cap ETF by 407.8% during the first quarter. Trust Co. of Virginia VA now owns 16,387 shares of the company’s stock worth $995,000 after acquiring an additional 13,160 shares during the last quarter. American National Bank & Trust Co. VA purchased a new stake in iShares Core S&P Mid-Cap ETF during the first quarter valued at approximately $374,000. Finally, Affinity Capital Advisors LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 8.8% in the 3rd quarter. Affinity Capital Advisors LLC now owns 111,692 shares of the company’s stock worth $6,961,000 after purchasing an additional 9,012 shares during the period.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $62.46 on Friday. The stock’s fifty day moving average is $61.59 and its 200 day moving average is $59.90. The firm has a market capitalization of $87.44 billion, a PE ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $46.30 and a fifty-two week high of $64.08.

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).