Lewis Asset Management LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,750 shares of the company’s stock, valued at approximately $340,000.
Several other institutional investors and hedge funds have also made changes to their positions in the stock. Destiny Capital Corp CO boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 3.9% during the 1st quarter. Destiny Capital Corp CO now owns 2,594 shares of the company’s stock worth $311,000 after purchasing an additional 97 shares during the last quarter. apricus wealth LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 4.4% during the 1st quarter. apricus wealth LLC now owns 2,334 shares of the company’s stock worth $279,000 after purchasing an additional 98 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 16.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 704 shares of the company’s stock worth $84,000 after purchasing an additional 99 shares during the last quarter. CW Advisors LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.1% during the 1st quarter. CW Advisors LLC now owns 9,479 shares of the company’s stock worth $1,136,000 after purchasing an additional 100 shares during the last quarter. Finally, Stratos Investment Management LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.7% during the 1st quarter. Stratos Investment Management LLC now owns 7,010 shares of the company’s stock worth $839,000 after purchasing an additional 117 shares during the last quarter. 66.95% of the stock is currently owned by institutional investors and hedge funds.
iShares S&P Mid-Cap 400 Value ETF Price Performance
Shares of iShares S&P Mid-Cap 400 Value ETF stock opened at $129.94 on Monday. iShares S&P Mid-Cap 400 Value ETF has a 1-year low of $102.24 and a 1-year high of $136.42. The stock has a market cap of $8.06 billion, a P/E ratio of 16.13 and a beta of 1.17. The stock’s 50 day simple moving average is $128.01 and its 200-day simple moving average is $122.08.
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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