iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Shares Bought by Heritage Wealth Management Inc. CA

Heritage Wealth Management Inc. CA lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 29.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,511 shares of the company’s stock after acquiring an additional 3,789 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for approximately 1.5% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 15th biggest holding. Heritage Wealth Management Inc. CA’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,063,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Family Firm Inc. boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 0.4% in the 4th quarter. Family Firm Inc. now owns 19,958 shares of the company’s stock worth $2,494,000 after buying an additional 88 shares during the last quarter. Fiduciary Financial Group LLC boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 2.9% in the fourth quarter. Fiduciary Financial Group LLC now owns 3,430 shares of the company’s stock worth $423,000 after acquiring an additional 98 shares during the last quarter. Cobblestone Capital Advisors LLC NY grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 2.4% in the fourth quarter. Cobblestone Capital Advisors LLC NY now owns 4,549 shares of the company’s stock valued at $568,000 after purchasing an additional 105 shares during the period. Dana Investment Advisors Inc. increased its position in iShares S&P Mid-Cap 400 Value ETF by 3.1% during the fourth quarter. Dana Investment Advisors Inc. now owns 3,688 shares of the company’s stock worth $461,000 after purchasing an additional 110 shares during the last quarter. Finally, Stokes Family Office LLC raised its stake in iShares S&P Mid-Cap 400 Value ETF by 0.6% during the fourth quarter. Stokes Family Office LLC now owns 20,043 shares of the company’s stock worth $2,505,000 after purchasing an additional 115 shares during the period.

iShares S&P Mid-Cap 400 Value ETF Stock Up 2.0 %

Shares of NYSEARCA IJJ opened at $122.48 on Tuesday. The stock has a market capitalization of $8.01 billion, a PE ratio of 16.55 and a beta of 1.18. The firm has a fifty day moving average of $125.84 and a 200-day moving average of $126.12. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $109.12 and a 52-week high of $136.42.

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.