GW Henssler & Associates Ltd. reduced its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 60.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 181,178 shares of the company’s stock after selling 277,166 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF accounts for 1.1% of GW Henssler & Associates Ltd.’s investment portfolio, making the stock its 26th biggest holding. GW Henssler & Associates Ltd.’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $23,841,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Caprock Group LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the third quarter worth about $1,804,000. Concurrent Investment Advisors LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 70.6% during the fourth quarter. Concurrent Investment Advisors LLC now owns 18,184 shares of the company’s stock worth $2,393,000 after purchasing an additional 7,524 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 429,149 shares of the company’s stock valued at $55,669,000 after buying an additional 6,362 shares during the period. Cooke Wealth Management LLC acquired a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at approximately $2,889,000. Finally, Genesis Private Wealth LLC acquired a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at approximately $1,229,000. 66.95% of the stock is currently owned by hedge funds and other institutional investors.
iShares S&P Mid-Cap 400 Value ETF Price Performance
IJJ opened at $141.78 on Tuesday. The business has a 50 day simple moving average of $138.21 and a 200-day simple moving average of $136.31. The stock has a market capitalization of $8.48 billion, a P/E ratio of 16.13 and a beta of 0.98. iShares S&P Mid-Cap 400 Value ETF has a 12 month low of $117.79 and a 12 month high of $144.76.
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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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