Cooke Wealth Management LLC Takes Position in iShares S&P Mid-Cap 400 Value ETF $IJJ

Cooke Wealth Management LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 20,940 shares of the company’s stock, valued at approximately $2,889,000. iShares S&P Mid-Cap 400 Value ETF makes up about 2.5% of Cooke Wealth Management LLC’s portfolio, making the stock its 13th biggest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. FAS Wealth Partners Inc. increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 1.0% during the 2nd quarter. FAS Wealth Partners Inc. now owns 8,768 shares of the company’s stock worth $1,084,000 after purchasing an additional 86 shares during the last quarter. Partners Wealth Management LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 2.1% during the 3rd quarter. Partners Wealth Management LLC now owns 4,294 shares of the company’s stock valued at $557,000 after buying an additional 89 shares during the last quarter. PBMares Wealth Management LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 3.4% during the 3rd quarter. PBMares Wealth Management LLC now owns 2,753 shares of the company’s stock valued at $357,000 after buying an additional 90 shares during the last quarter. Lodestar Private Asset Management LLC grew its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.8% during the third quarter. Lodestar Private Asset Management LLC now owns 5,130 shares of the company’s stock worth $665,000 after buying an additional 90 shares in the last quarter. Finally, Stratos Wealth Partners LTD. grew its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.0% during the third quarter. Stratos Wealth Partners LTD. now owns 9,034 shares of the company’s stock worth $1,172,000 after buying an additional 90 shares in the last quarter. Hedge funds and other 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 $133.29 on Monday. The firm has a market cap of $8.04 billion, a PE ratio of 16.13 and a beta of 1.05. The company has a fifty day simple moving average of $136.74 and a 200 day simple moving average of $133.31. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $102.24 and a 12-month high of $144.76.

About iShares S&P Mid-Cap 400 Value ETF

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.