Encompass Wealth Advisors LLC Sells 156 Shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)
by Jessica Moore · The Cerbat GemEncompass Wealth Advisors LLC decreased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 4.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,326 shares of the company’s stock after selling 156 shares during the quarter. Encompass Wealth Advisors LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $411,000 as of its most recent SEC filing.
Several other institutional investors have also bought and sold shares of the business. Syntrinsic LLC purchased a new stake in shares of iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter valued at about $42,000. GAMMA Investing LLC increased its stake in iShares S&P Mid-Cap 400 Value ETF by 94.3% during the third quarter. GAMMA Investing LLC now owns 338 shares of the company’s stock worth $42,000 after acquiring an additional 164 shares during the last quarter. Eastern Bank purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the third quarter valued at approximately $57,000. Wolff Wiese Magana LLC bought a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the 2nd quarter valued at approximately $53,000. Finally, Allspring Global Investments Holdings LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 36.1% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 547 shares of the company’s stock worth $62,000 after purchasing an additional 145 shares during the period.
iShares S&P Mid-Cap 400 Value ETF Stock Performance
NYSEARCA IJJ opened at $131.13 on Wednesday. The company has a market cap of $8.48 billion, a P/E ratio of 14.35 and a beta of 1.08. The business’s 50 day moving average price is $123.76 and its 200-day moving average price is $118.90. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $97.37 and a fifty-two week high of $133.12.
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.
See Also
- Five stocks we like better than iShares S&P Mid-Cap 400 Value ETF
- 3 Home Improvement Stocks that Can Upgrade Your Portfolio
- Is Palantir’s AI Edge Enough to Justify Its Price?
- What does consumer price index measure?
- 3 Stocks With Special Dividends: Big Payouts for Savvy Investors
- With Risk Tolerance, One Size Does Not Fit All
- Is Confluent the Next Big Winner in AI-Powered Data Streaming?
Want to see what other hedge funds are holding IJJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report).