Trust Co. of Vermont Makes New $1.77 Million Investment in iShares S&P Mid-Cap 400 Value ETF $IJJ

Trust Co. of Vermont bought a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 12,012 shares of the company’s stock, valued at approximately $1,775,000.

Several other large investors have also bought and sold shares of the company. Clearstead Trust LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF during the second quarter worth about $136,000. JFS Wealth Advisors LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 0.7% in the 2nd quarter. JFS Wealth Advisors LLC now owns 46,850 shares of the company’s stock valued at $6,921,000 after acquiring an additional 306 shares during the last quarter. Alliance Private Wealth LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 45.2% in the 2nd quarter. Alliance Private Wealth LLC now owns 13,645 shares of the company’s stock valued at $2,016,000 after acquiring an additional 4,250 shares during the last quarter. Shrier Wealth Management LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the 2nd quarter valued at about $214,000. Finally, Professional Financial Advisors LLC boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 4.3% during the 2nd quarter. Professional Financial Advisors LLC now owns 4,805 shares of the company’s stock valued at $710,000 after purchasing an additional 199 shares in the last quarter. Institutional investors own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Price Performance

Shares of IJJ opened at $150.83 on Tuesday. The firm’s 50 day moving average is $147.42 and its 200-day moving average is $141.63. The stock has a market capitalization of $9.00 billion, a P/E ratio of 16.13 and a beta of 0.96. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $123.89 and a 12-month 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.