HB Wealth Management LLC Purchases 1,361 Shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

HB Wealth Management LLC raised its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 6.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 21,326 shares of the company’s stock after buying an additional 1,361 shares during the period. HB Wealth Management LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,665,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Guidance Point Advisors LLC lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 0.4% in the third quarter. Guidance Point Advisors LLC now owns 19,781 shares of the company’s stock valued at $2,445,000 after purchasing an additional 83 shares in the last quarter. Sensible Money LLC grew its stake in iShares S&P Mid-Cap 400 Value ETF by 2.8% during the third quarter. Sensible Money LLC now owns 3,423 shares of the company’s stock worth $423,000 after buying an additional 93 shares during the period. Citizens Financial Group Inc. RI grew its stake in iShares S&P Mid-Cap 400 Value ETF by 1.2% during the third quarter. Citizens Financial Group Inc. RI now owns 8,187 shares of the company’s stock worth $1,012,000 after buying an additional 96 shares during the period. Fiduciary Financial Group LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 2.9% during the 4th quarter. Fiduciary Financial Group LLC now owns 3,430 shares of the company’s stock valued at $423,000 after acquiring an additional 98 shares during the last quarter. Finally, EP Wealth Advisors LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 1.6% during the 2nd quarter. EP Wealth Advisors LLC now owns 6,529 shares of the company’s stock valued at $741,000 after acquiring an additional 105 shares during the last quarter.

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

Shares of IJJ opened at $129.15 on Monday. iShares S&P Mid-Cap 400 Value ETF has a one year low of $108.67 and a one year high of $136.42. The company has a 50-day moving average of $128.86 and a two-hundred day moving average of $123.75. The stock has a market cap of $8.35 billion, a price-to-earnings ratio of 14.35 and a beta of 1.08.

iShares S&P Mid-Cap 400 Value ETF Company 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.