Rockbridge Investment Management LCC Raises Stock Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Rockbridge Investment Management LCC boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 41.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 4,659 shares of the company’s stock after acquiring an additional 1,360 shares during the quarter. Rockbridge Investment Management LCC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $582,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Raymond James Financial Inc. acquired a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter valued at approximately $106,658,000. Modern Wealth Management LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF in the 4th quarter worth about $69,402,000. Strategic Financial Concepts LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the fourth quarter worth approximately $247,000. InvesTrust acquired a new stake in iShares S&P Mid-Cap 400 Value ETF in the fourth quarter valued at approximately $7,772,000. Finally, JPMorgan Chase & Co. increased its position in shares of iShares S&P Mid-Cap 400 Value ETF by 18.3% in the third quarter. JPMorgan Chase & Co. now owns 391,172 shares of the company’s stock valued at $48,357,000 after buying an additional 60,576 shares in the last quarter.

iShares S&P Mid-Cap 400 Value ETF Stock Down 0.1 %

IJJ opened at $121.79 on Thursday. The company has a 50-day moving average price of $125.64 and a 200 day moving average price of $126.12. The company has a market cap of $7.97 billion, a PE ratio of 16.55 and a beta of 1.18. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $109.12 and a twelve 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.