BlueChip Wealth Advisors LLC Trims Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

BlueChip Wealth Advisors LLC trimmed its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJFree Report) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,553 shares of the company’s stock after selling 392 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for about 0.8% of BlueChip Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. BlueChip Wealth Advisors LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,444,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of the stock. Kestra Private Wealth Services LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 42.9% in the fourth quarter. Kestra Private Wealth Services LLC now owns 4,910 shares of the company’s stock worth $614,000 after buying an additional 1,473 shares during the period. Strategic Financial Concepts LLC purchased a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the 4th quarter worth approximately $247,000. JPMorgan Chase & Co. raised its position in shares of iShares S&P Mid-Cap 400 Value ETF by 18.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 391,172 shares of the company’s stock worth $48,357,000 after acquiring an additional 60,576 shares in the last quarter. Allspring Global Investments Holdings LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 611.1% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 4,032 shares of the company’s stock valued at $504,000 after purchasing an additional 3,465 shares during the period. Finally, Brookstone Capital Management boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 10.0% during the fourth quarter. Brookstone Capital Management now owns 2,051 shares of the company’s stock valued at $256,000 after purchasing an additional 187 shares in the last quarter.

iShares S&P Mid-Cap 400 Value ETF Trading Down 1.6 %

IJJ opened at $119.19 on Friday. The company has a market cap of $7.80 billion, a price-to-earnings ratio of 16.55 and a beta of 1.18. The stock has a fifty day simple moving average of $125.29 and a two-hundred day simple moving average of $126.09. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $109.12 and a 12-month high of $136.42.

iShares S&P Mid-Cap 400 Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

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