Heritage Financial Services LLC Acquires 278 Shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Heritage Financial Services LLC boosted its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 14.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,218 shares of the company’s stock after purchasing an additional 278 shares during the quarter. Heritage Financial Services LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $277,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. RPg Family Wealth Advisory LLC bought a new stake in shares of iShares S&P Mid-Cap 400 Value ETF during the third quarter valued at approximately $37,000. Syntrinsic LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter worth approximately $42,000. GAMMA Investing LLC increased its position in iShares S&P Mid-Cap 400 Value ETF by 94.3% in the third quarter. GAMMA Investing LLC now owns 338 shares of the company’s stock worth $42,000 after buying an additional 164 shares in the last quarter. Register Financial Advisors LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the fourth quarter worth about $45,000. Finally, Perkins Coie Trust Co lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 352.9% during the 4th quarter. Perkins Coie Trust Co now owns 385 shares of the company’s stock valued at $48,000 after buying an additional 300 shares in the last quarter.

iShares S&P Mid-Cap 400 Value ETF Trading Up 1.2 %

NYSEARCA IJJ opened at $131.02 on Friday. The company’s 50 day moving average is $128.86 and its two-hundred day moving average is $124.63. The stock has a market cap of $8.47 billion, a price-to-earnings ratio of 14.35 and a beta of 1.08. iShares S&P Mid-Cap 400 Value ETF has a 12 month low of $108.67 and a 12 month 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.