Oxler Private Wealth LLC lowered its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 5.4% during the 4th quarter, Holdings Channel reports. The fund owned 20,340 shares of the company’s stock after selling 1,163 shares during the period. iShares S&P Mid-Cap 400 Value ETF makes up approximately 0.8% of Oxler Private Wealth LLC’s portfolio, making the stock its 25th largest holding. Oxler Private Wealth LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,542,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently added to or reduced their stakes in the company. Guidance Point Advisors LLC increased its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 0.4% during the third quarter. Guidance Point Advisors LLC now owns 19,781 shares of the company’s stock valued at $2,445,000 after acquiring an additional 83 shares during the period. Sensible Money LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 2.8% during the 3rd quarter. Sensible Money LLC now owns 3,423 shares of the company’s stock valued at $423,000 after purchasing an additional 93 shares in the last quarter. Citizens Financial Group Inc. RI increased its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.2% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 8,187 shares of the company’s stock valued at $1,012,000 after purchasing an additional 96 shares during the period. Fiduciary Financial Group LLC raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 2.9% in the 4th quarter. Fiduciary Financial Group LLC now owns 3,430 shares of the company’s stock worth $423,000 after buying an additional 98 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 11.0% in the third quarter. Farther Finance Advisors LLC now owns 1,116 shares of the company’s stock valued at $138,000 after buying an additional 111 shares during the period.
iShares S&P Mid-Cap 400 Value ETF Stock Down 1.0 %
NYSEARCA:IJJ opened at $129.68 on Friday. The business’s 50-day moving average price is $128.79 and its 200 day moving average price is $124.71. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $108.67 and a 52-week high of $136.42. The firm has a market cap of $8.38 billion, a P/E ratio of 14.35 and a beta of 1.08.
iShares S&P Mid-Cap 400 Value ETF 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.
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