8,614 Shares in iShares S&P Mid-Cap 400 Value ETF $IJJ Bought by Compass Financial Group Inc. Ohio

Compass Financial Group Inc. Ohio acquired a new stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,614 shares of the company’s stock, valued at approximately $1,134,000. iShares S&P Mid-Cap 400 Value ETF accounts for approximately 0.8% of Compass Financial Group Inc. Ohio’s investment portfolio, making the stock its 28th biggest holding.

A number of other hedge funds and other institutional investors also recently modified their holdings of IJJ. Northwestern Mutual Wealth Management Co. lifted its position in iShares S&P Mid-Cap 400 Value ETF by 498.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,754,991 shares of the company’s stock worth $494,119,000 after acquiring an additional 3,127,303 shares in the last quarter. Align Financial LLC purchased a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the fourth quarter valued at $26,805,000. AlphaCore Capital LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 5,244.2% in the fourth quarter. AlphaCore Capital LLC now owns 165,351 shares of the company’s stock valued at $21,759,000 after purchasing an additional 162,257 shares during the period. Vestmark Advisory Solutions Inc. acquired a new stake in iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter valued at $17,072,000. Finally, UBS Group AG grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 5.4% during the 3rd quarter. UBS Group AG now owns 2,154,324 shares of the company’s stock valued at $279,459,000 after purchasing an additional 110,590 shares in the last quarter. Institutional investors and hedge funds own 66.95% of the company’s stock.

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

Shares of IJJ stock opened at $144.81 on Friday. The company’s fifty day moving average price is $141.56 and its two-hundred day moving average price is $137.82. The firm has a market capitalization of $8.66 billion, a P/E ratio of 16.13 and a beta of 0.96. iShares S&P Mid-Cap 400 Value ETF has a 12 month low of $120.03 and a 12 month high of $147.99.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.