iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Sold by Private Trust Co. NA

Private Trust Co. NA lessened its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 9.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,889 shares of the company’s stock after selling 529 shares during the period. Private Trust Co. NA’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $604,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Avantax Advisory Services Inc. lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 7.1% in the 1st quarter. Avantax Advisory Services Inc. now owns 21,869 shares of the company’s stock valued at $2,618,000 after purchasing an additional 1,451 shares during the last quarter. Neumann Capital Management LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 1.4% in the 2nd quarter. Neumann Capital Management LLC now owns 27,110 shares of the company’s stock valued at $3,350,000 after purchasing an additional 380 shares during the last quarter. Advisors Capital Management LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 1st quarter valued at $313,000. Kingswood Wealth Advisors LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 40.7% in the 1st quarter. Kingswood Wealth Advisors LLC now owns 2,404 shares of the company’s stock valued at $288,000 after purchasing an additional 695 shares during the last quarter. Finally, Hsbc Holdings PLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 1st quarter valued at $334,000. Institutional investors and hedge funds own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.2%

Shares of iShares S&P Mid-Cap 400 Value ETF stock opened at $128.19 on Monday. iShares S&P Mid-Cap 400 Value ETF has a 52 week low of $102.24 and a 52 week high of $136.42. The business’s fifty day simple moving average is $129.42 and its 200-day simple moving average is $123.36. The firm has a market cap of $7.82 billion, a PE ratio of 16.13 and a beta of 1.17.

About iShares S&P Mid-Cap 400 Value ETF

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.