14,647 Shares in iShares S&P Mid-Cap 400 Value ETF $IJJ Acquired by Caldwell Trust Co

Caldwell Trust Co bought a new stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 14,647 shares of the company’s stock, valued at approximately $1,810,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IJJ. Quaker Wealth Management LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 200.5% during the 2nd quarter. Quaker Wealth Management LLC now owns 217 shares of the company’s stock worth $27,000 after acquiring an additional 433 shares during the last quarter. Total Investment Management Inc. bought a new position in iShares S&P Mid-Cap 400 Value ETF in the 2nd quarter worth $29,000. Ryan Investment Management Inc. purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the second quarter valued at $31,000. Signature Resources Capital Management LLC grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 44.8% during the second quarter. Signature Resources Capital Management LLC now owns 278 shares of the company’s stock valued at $34,000 after purchasing an additional 86 shares during the period. Finally, Elevation Point Wealth Partners LLC bought a new stake in iShares S&P Mid-Cap 400 Value ETF during the second quarter valued at about $61,000. 66.95% of the stock is owned by hedge funds and other institutional investors.

iShares S&P Mid-Cap 400 Value ETF Stock Down 1.0%

NYSEARCA IJJ opened at $134.44 on Monday. iShares S&P Mid-Cap 400 Value ETF has a 52 week low of $102.24 and a 52 week high of $136.20. The company has a market capitalization of $8.15 billion, a P/E ratio of 16.13 and a beta of 1.05. The stock’s 50-day moving average price is $129.46 and its 200-day moving average price is $127.54.

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.