D.A. Davidson & CO. Has $138.58 Million Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

D.A. Davidson & CO. grew its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 4.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,053,108 shares of the company’s stock after purchasing an additional 44,836 shares during the period. iShares S&P Mid-Cap 400 Value ETF comprises 0.8% of D.A. Davidson & CO.’s portfolio, making the stock its 23rd largest holding. D.A. Davidson & CO. owned about 1.74% of iShares S&P Mid-Cap 400 Value ETF worth $138,579,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Hantz Financial Services Inc. increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 776.0% in the 3rd quarter. Hantz Financial Services Inc. now owns 219 shares of the company’s stock valued at $28,000 after purchasing an additional 194 shares during the period. Caitlin John LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter valued at about $28,000. Toth Financial Advisory Corp acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at about $29,000. Capital Investment Counsel Inc acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at about $35,000. Finally, Absher Wealth Management LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter valued at about $36,000. Institutional investors and hedge funds own 66.95% of the company’s stock.

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

Shares of IJJ opened at $141.31 on Monday. The company has a market capitalization of $8.47 billion, a price-to-earnings ratio of 16.13 and a beta of 1.00. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $111.86 and a fifty-two week high of $144.76. The business’s 50-day moving average is $136.44 and its 200-day moving average is $134.26.

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.