Caldwell Trust Co Makes New Investment in iShares Core S&P Mid-Cap ETF $IJH

Caldwell Trust Co purchased a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 141,479 shares of the company’s stock, valued at approximately $8,775,000. iShares Core S&P Mid-Cap ETF accounts for approximately 0.9% of Caldwell Trust Co’s holdings, making the stock its 28th biggest holding.

Other large investors also recently made changes to their positions in the company. PMV Capital Advisers LLC bought a new position in iShares Core S&P Mid-Cap ETF during the 2nd quarter worth about $38,000. Banque Transatlantique SA acquired a new position in shares of iShares Core S&P Mid-Cap ETF during the first quarter worth about $35,000. Vermillion Wealth Management Inc. boosted its position in shares of iShares Core S&P Mid-Cap ETF by 324.2% during the second quarter. Vermillion Wealth Management Inc. now owns 649 shares of the company’s stock worth $40,000 after buying an additional 496 shares during the period. Access Investment Management LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the second quarter worth about $42,000. Finally, Total Investment Management Inc. bought a new position in shares of iShares Core S&P Mid-Cap ETF during the second quarter worth about $54,000. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $67.17 on Monday. iShares Core S&P Mid-Cap ETF has a 52 week low of $50.15 and a 52 week high of $68.22. The stock’s 50 day moving average price is $65.20 and its two-hundred day moving average price is $64.08. The stock has a market capitalization of $103.08 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07.

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).