iShares S&P Mid-Cap 400 Value ETF $IJJ Stake Lifted by Omega Financial Group LLC

Omega Financial Group LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 4.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 87,381 shares of the company’s stock after acquiring an additional 3,922 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for about 3.8% of Omega Financial Group LLC’s investment portfolio, making the stock its 7th largest holding. Omega Financial Group LLC owned about 0.14% of iShares S&P Mid-Cap 400 Value ETF worth $11,335,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. PKS Advisory Services LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 3.2% during the third quarter. PKS Advisory Services LLC now owns 5,207 shares of the company’s stock valued at $675,000 after buying an additional 162 shares during the period. Arete Wealth Advisors LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter worth about $203,000. Nicholas Hoffman & Company LLC. lifted its position in iShares S&P Mid-Cap 400 Value ETF by 7.4% during the 3rd quarter. Nicholas Hoffman & Company LLC. now owns 4,630 shares of the company’s stock valued at $601,000 after acquiring an additional 320 shares during the period. Caitlin John LLC bought a new stake in iShares S&P Mid-Cap 400 Value ETF during the third quarter worth about $28,000. Finally, TIAA Trust National Association boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 1.7% during the third quarter. TIAA Trust National Association now owns 9,130 shares of the company’s stock worth $1,184,000 after acquiring an additional 155 shares in the last quarter. Institutional investors own 66.95% of the company’s stock.

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

Shares of NYSEARCA IJJ opened at $140.15 on Monday. The company has a 50 day simple moving average of $138.22 and a two-hundred day simple moving average of $132.77. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $102.24 and a fifty-two week high of $144.76. The company has a market capitalization of $8.47 billion, a price-to-earnings ratio of 16.13 and a beta of 1.05.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.