BKM Wealth Management LLC cut its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 0.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,160 shares of the company’s stock after selling 113 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for about 2.0% of BKM Wealth Management LLC’s portfolio, making the stock its 9th largest position. BKM Wealth Management LLC owned about 0.07% of iShares S&P Mid-Cap 400 Value ETF worth $5,087,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently bought and sold shares of IJJ. Avantax Advisory Services Inc. lifted its stake in iShares S&P Mid-Cap 400 Value ETF by 7.1% during the 1st quarter. Avantax Advisory Services Inc. now owns 21,869 shares of the company’s stock valued at $2,618,000 after acquiring an additional 1,451 shares during the period. Neumann Capital Management LLC lifted its stake in iShares S&P Mid-Cap 400 Value ETF by 1.4% during the 2nd quarter. Neumann Capital Management LLC now owns 27,110 shares of the company’s stock valued at $3,350,000 after acquiring an additional 380 shares during the period. Advisors Capital Management LLC acquired a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter valued at approximately $313,000. Kingswood Wealth Advisors LLC lifted its stake in iShares S&P Mid-Cap 400 Value ETF by 40.7% during the 1st quarter. Kingswood Wealth Advisors LLC now owns 2,404 shares of the company’s stock valued at $288,000 after acquiring an additional 695 shares during the period. Finally, Hsbc Holdings PLC acquired a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter valued at approximately $334,000. 66.95% of the stock is currently owned by institutional investors and hedge funds.
iShares S&P Mid-Cap 400 Value ETF Trading Up 0.2%
Shares of NYSEARCA IJJ opened at $128.19 on Friday. iShares S&P Mid-Cap 400 Value ETF has a 12 month low of $102.24 and a 12 month high of $136.42. The company has a 50 day simple moving average of $129.42 and a two-hundred day simple moving average of $123.29. The stock has a market cap of $7.82 billion, a price-to-earnings ratio of 16.13 and a beta of 1.17.
About iShares S&P Mid-Cap 400 Value ETF
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.
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