Holistic Planning LLC Sells 477 Shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Holistic Planning LLC lowered its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 9.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 4,430 shares of the company’s stock after selling 477 shares during the quarter. Holistic Planning LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $554,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Farther Finance Advisors LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 11.0% during the 3rd quarter. Farther Finance Advisors LLC now owns 1,116 shares of the company’s stock worth $138,000 after purchasing an additional 111 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 18.3% during 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 during the period. Brookstone Capital Management raised its position in shares of iShares S&P Mid-Cap 400 Value ETF by 10.0% during the 4th quarter. Brookstone Capital Management now owns 2,051 shares of the company’s stock valued at $256,000 after acquiring an additional 187 shares during the last quarter. GAMMA Investing LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 94.3% in the 3rd quarter. GAMMA Investing LLC now owns 338 shares of the company’s stock valued at $42,000 after purchasing an additional 164 shares during the period. Finally, International Assets Investment Management LLC boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 12,420.2% in the 3rd quarter. International Assets Investment Management LLC now owns 237,634 shares of the company’s stock worth $29,376,000 after purchasing an additional 235,736 shares during the last quarter.

iShares S&P Mid-Cap 400 Value ETF Trading Down 1.0 %

NYSEARCA IJJ opened at $129.68 on Monday. The company has a market capitalization of $8.38 billion, a PE ratio of 14.35 and a beta of 1.08. The stock has a 50-day simple moving average of $128.79 and a 200 day simple moving average of $124.77. 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.