Equitable Trust Co. reduced its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 24.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,632 shares of the company’s stock after selling 869 shares during the period. Equitable Trust Co.’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $325,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently modified their holdings of IJJ. Liberty Wealth Management LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 11,352.3% in the first quarter. Liberty Wealth Management LLC now owns 420,643 shares of the company’s stock worth $50,364,000 after buying an additional 416,970 shares in the last quarter. World Investment Advisors lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 3,213.7% in the first quarter. World Investment Advisors now owns 222,382 shares of the company’s stock worth $26,626,000 after buying an additional 215,671 shares in the last quarter. LPL Financial LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 25.0% in the first quarter. LPL Financial LLC now owns 817,455 shares of the company’s stock worth $97,874,000 after buying an additional 163,256 shares in the last quarter. Wealthspire Advisors LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 123.1% in the first quarter. Wealthspire Advisors LLC now owns 265,060 shares of the company’s stock worth $31,736,000 after buying an additional 146,265 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 6.2% in the first quarter. Envestnet Asset Management Inc. now owns 1,978,891 shares of the company’s stock worth $236,933,000 after buying an additional 116,156 shares in the last quarter. 66.95% of the stock is owned by hedge funds and other institutional investors.
iShares S&P Mid-Cap 400 Value ETF Trading Up 0.1%
NYSEARCA:IJJ opened at $129.61 on Thursday. The company’s 50-day moving average price is $129.25 and its 200-day moving average price is $123.17. The company has a market cap of $7.92 billion, a P/E ratio of 16.13 and a beta of 1.17. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $102.24 and a twelve month high of $136.42.
iShares S&P Mid-Cap 400 Value ETF Company Profile
iShares S&P Mid-Cap 400 Value ETF, formerly iShares S&P MidCap 400 Value Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P MidCap 400 Value Index (the Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market and consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest value characteristics.
Featured Stories
- Five stocks we like better than iShares S&P Mid-Cap 400 Value ETF
- How to Invest in Insurance Companies: A Guide
- Palantir’s New Healthcare Deal Boosts AI and Data Reach
- P/E Ratio Calculation: How to Assess Stocks
- GM’s Billion-Dollar Bruise: GM’s Strategic Pivot Makes It a Buy
- How to Buy Gold Stock and Invest in Gold
- Novo Nordisk’s Akero Therapeutics Buy Targets Eli Lilly’s Lead
Want to see what other hedge funds are holding IJJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report).
Receive News & Ratings for iShares S&P Mid-Cap 400 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P Mid-Cap 400 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.