Planning Alternatives Ltd. ADV Has $82.79 Million Stake in iShares Core S&P Mid-Cap ETF $IJH

Planning Alternatives Ltd. ADV grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,268,564 shares of the company’s stock after buying an additional 7,191 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up about 10.6% of Planning Alternatives Ltd. ADV’s investment portfolio, making the stock its 2nd biggest position. Planning Alternatives Ltd. ADV’s holdings in iShares Core S&P Mid-Cap ETF were worth $82,787,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of IJH. Coyle Financial Counsel LLC increased its stake in iShares Core S&P Mid-Cap ETF by 33.6% during the 3rd quarter. Coyle Financial Counsel LLC now owns 290,109 shares of the company’s stock worth $18,932,000 after purchasing an additional 72,902 shares in the last quarter. Clarity Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.9% in the third quarter. Clarity Wealth Advisors LLC now owns 261,065 shares of the company’s stock valued at $17,037,000 after buying an additional 7,470 shares during the period. Cerity Partners LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 13.3% in the third quarter. Cerity Partners LLC now owns 4,992,224 shares of the company’s stock valued at $325,792,000 after buying an additional 585,414 shares during the period. 49 Wealth Management LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 16.4% during the second quarter. 49 Wealth Management LLC now owns 315,999 shares of the company’s stock worth $19,598,000 after acquiring an additional 44,504 shares in the last quarter. Finally, American Trust raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.4% during the second quarter. American Trust now owns 782,741 shares of the company’s stock worth $48,546,000 after acquiring an additional 18,062 shares during the period. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Down 1.7%

IJH opened at $70.86 on Wednesday. The stock has a market capitalization of $110.67 billion, a P/E ratio of 19.00 and a beta of 1.07. iShares Core S&P Mid-Cap ETF has a 12 month low of $50.15 and a 12 month high of $72.56. The firm’s fifty day simple moving average is $69.74 and its 200 day simple moving average is $66.88.

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). The Underlying Index measures the performance of the mid-capitalization sector of the United States equity market. The Underlying Index consists of stocks from a range of industries. Components include financial, industrials, and information technology companies.