Kowal Investment Group LLC Makes New Investment in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Kowal Investment Group LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,692 shares of the company’s stock, valued at approximately $200,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. BKM Wealth Management LLC lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 3.8% in the first quarter. BKM Wealth Management LLC now owns 40,926 shares of the company’s stock worth $4,841,000 after buying an additional 1,505 shares during the last quarter. Omega Financial Group LLC lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 3.6% during the 1st quarter. Omega Financial Group LLC now owns 69,152 shares of the company’s stock worth $8,180,000 after purchasing an additional 2,387 shares during the last quarter. Breakwater Capital Group lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 4.2% during the 1st quarter. Breakwater Capital Group now owns 16,065 shares of the company’s stock worth $1,900,000 after purchasing an additional 641 shares during the last quarter. Dumont & Blake Investment Advisors LLC lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.4% during the 1st quarter. Dumont & Blake Investment Advisors LLC now owns 18,015 shares of the company’s stock worth $2,131,000 after purchasing an additional 248 shares during the last quarter. Finally, Vicus Capital lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 8.1% during the 1st quarter. Vicus Capital now owns 13,613 shares of the company’s stock worth $1,610,000 after purchasing an additional 1,018 shares during the last quarter.

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

NYSEARCA IJJ opened at $112.58 on Tuesday. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $92.79 and a twelve month high of $118.89. The stock has a market capitalization of $7.28 billion, a PE ratio of 14.35 and a beta of 1.08. The stock has a 50-day simple moving average of $114.27 and a 200 day simple moving average of $113.41.

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.