Gerald Baker Financial Group LLC Acquires Shares of 11,817 iShares S&P Mid-Cap 400 Value ETF $IJJ

Gerald Baker Financial Group LLC acquired a new stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 11,817 shares of the company’s stock, valued at approximately $1,477,000.

Several other institutional investors have also modified their holdings of the company. Independent Financial Group LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF in the first quarter valued at $695,000. D.A. Davidson & CO. raised its stake in iShares S&P Mid-Cap 400 Value ETF by 3.6% in the first quarter. D.A. Davidson & CO. now owns 1,091,192 shares of the company’s stock valued at $144,583,000 after buying an additional 38,084 shares in the last quarter. BlueChip Wealth Advisors LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter worth about $201,000. Calamos Wealth Management LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 25.5% during the 1st quarter. Calamos Wealth Management LLC now owns 3,864 shares of the company’s stock worth $512,000 after buying an additional 786 shares during the last quarter. Finally, Calamos Advisors LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter worth about $512,000. 66.95% of the stock is owned by hedge funds and other institutional investors.

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

NYSEARCA:IJJ opened at $149.29 on Friday. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $121.37 and a 1 year high of $149.30. The stock has a market cap of $8.88 billion, a P/E ratio of 16.13 and a beta of 0.96. The stock has a 50-day simple moving average of $143.82 and a 200-day simple moving average of $139.66.

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.