Narwhal Capital Management Makes New Investment in iShares S&P Mid-Cap 400 Value ETF $IJJ

Narwhal Capital Management purchased a new stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 6,923 shares of the company’s stock, valued at approximately $953,000.

Other large investors have also added to or reduced their stakes in the company. Sensible Money LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 2.4% in the 3rd quarter. Sensible Money LLC now owns 3,391 shares of the company’s stock worth $467,000 after purchasing an additional 80 shares in the last quarter. Net Worth Advisory Group lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 3.0% in the 3rd quarter. Net Worth Advisory Group now owns 3,983 shares of the company’s stock worth $554,000 after purchasing an additional 117 shares during the period. Holos Integrated Wealth LLC lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 16.8% in the 3rd quarter. Holos Integrated Wealth LLC now owns 1,072 shares of the company’s stock worth $151,000 after purchasing an additional 154 shares during the period. Breakwater Capital Group lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.1% in the 3rd quarter. Breakwater Capital Group now owns 16,463 shares of the company’s stock worth $2,267,000 after purchasing an additional 175 shares during the period. Finally, Venture Visionary Partners LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 2.8% during the 3rd quarter. Venture Visionary Partners LLC now owns 6,772 shares of the company’s stock valued at $933,000 after purchasing an additional 183 shares in the last quarter. Institutional investors own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Stock Down 0.2%

Shares of NYSEARCA IJJ opened at $146.95 on Wednesday. The firm’s 50-day moving average price is $143.00 and its 200-day moving average price is $142.24. The company has a market cap of $8.81 billion, a PE ratio of 16.13 and a beta of 0.97. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $123.89 and a 52-week high of $151.81.

iShares S&P Mid-Cap 400 Value ETF 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.