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

Heritage Wealth Management Inc. CA lifted its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 29.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor 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 makes up 1.5% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 15th biggest position. Heritage Wealth Management Inc. CA’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,063,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. PNC Financial Services Group Inc. lifted its position in iShares S&P Mid-Cap 400 Value ETF by 3.5% during the 4th quarter. PNC Financial Services Group Inc. now owns 1,407,669 shares of the company’s stock worth $175,902,000 after acquiring an additional 48,130 shares in the last quarter. D.A. Davidson & CO. lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.8% during the fourth quarter. D.A. Davidson & CO. now owns 897,864 shares of the company’s stock worth $112,197,000 after purchasing an additional 15,739 shares in the last quarter. Raymond James Financial Inc. acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the fourth quarter worth $106,658,000. LPL Financial LLC grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 8.0% during the 4th quarter. LPL Financial LLC now owns 654,199 shares of the company’s stock valued at $81,749,000 after purchasing an additional 48,668 shares in the last quarter. Finally, Modern Wealth Management LLC acquired a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter valued at $69,402,000.

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

Shares of IJJ stock opened at $122.48 on Tuesday. The company’s fifty day moving average price is $125.84 and its two-hundred day moving average price is $126.12. The firm has a market capitalization of $8.01 billion, a P/E ratio of 16.55 and a beta of 1.18. iShares S&P Mid-Cap 400 Value ETF has a 12 month low of $109.12 and a 12 month 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.