Wealthspire Advisors LLC Sells 125,472 Shares of iShares S&P Mid-Cap 400 Value ETF $IJJ

Wealthspire Advisors LLC cut its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 47.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 140,040 shares of the company’s stock after selling 125,472 shares during the period. Wealthspire Advisors LLC owned 0.23% of iShares S&P Mid-Cap 400 Value ETF worth $18,428,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of IJJ. Evoke Wealth LLC boosted its position in iShares S&P Mid-Cap 400 Value ETF by 1.2% in the fourth quarter. Evoke Wealth LLC now owns 6,091 shares of the company’s stock worth $802,000 after purchasing an additional 73 shares during the last quarter. Allegheny Financial Group boosted its position in iShares S&P Mid-Cap 400 Value ETF by 0.4% in the fourth quarter. Allegheny Financial Group now owns 19,160 shares of the company’s stock worth $2,521,000 after purchasing an additional 75 shares during the last quarter. Assetmark Inc. boosted its position in iShares S&P Mid-Cap 400 Value ETF by 6.9% in the fourth quarter. Assetmark Inc. now owns 1,184 shares of the company’s stock worth $156,000 after purchasing an additional 76 shares during the last quarter. Robertson Stephens Wealth Management LLC boosted its position in iShares S&P Mid-Cap 400 Value ETF by 1.4% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 5,564 shares of the company’s stock worth $732,000 after purchasing an additional 79 shares during the last quarter. Finally, Exencial Wealth Advisors LLC boosted its position in iShares S&P Mid-Cap 400 Value ETF by 4.0% in the fourth quarter. Exencial Wealth Advisors LLC now owns 2,337 shares of the company’s stock worth $308,000 after purchasing an additional 89 shares during the last quarter. 66.95% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA:IJJ opened at $146.78 on Friday. The stock has a market capitalization of $8.78 billion, a price-to-earnings ratio of 16.13 and a beta of 0.96. The stock’s 50-day simple moving average is $140.50 and its two-hundred day simple moving average is $137.32. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $120.03 and a 52-week high of $147.35.

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.