Life Planning Partners Inc Buys New Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Life Planning Partners Inc purchased a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 52,489 shares of the company’s stock, valued at approximately $6,559,000.

A number of other large investors have also modified their holdings of the business. Level Four Advisory Services LLC increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 9.3% during the fourth quarter. Level Four Advisory Services LLC now owns 31,421 shares of the company’s stock valued at $3,926,000 after acquiring an additional 2,683 shares in the last quarter. Orion Portfolio Solutions LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter worth approximately $422,000. Rockbridge Investment Management LCC increased its stake in iShares S&P Mid-Cap 400 Value ETF by 41.2% during the 4th quarter. Rockbridge Investment Management LCC now owns 4,659 shares of the company’s stock valued at $582,000 after purchasing an additional 1,360 shares in the last quarter. Howe & Rusling Inc. raised its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 783.7% in the fourth quarter. Howe & Rusling Inc. now owns 380 shares of the company’s stock worth $48,000 after buying an additional 337 shares during the last quarter. Finally, AssuredPartners Investment Advisors LLC acquired a new stake in shares of iShares S&P Mid-Cap 400 Value ETF during the fourth quarter worth $1,167,000.

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

NYSEARCA 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’s fifty day moving average price is $125.29 and its 200 day moving average price is $126.15. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $109.12 and a 1 year high of $136.42.

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.