Omega Financial Group LLC Increases Stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Omega Financial Group LLC increased its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 8.8% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 78,866 shares of the company’s stock after buying an additional 6,405 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for approximately 3.7% of Omega Financial Group LLC’s portfolio, making the stock its 8th largest holding. Omega Financial Group LLC owned approximately 0.12% of iShares S&P Mid-Cap 400 Value ETF worth $9,749,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of IJJ. Lodestar Private Asset Management LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 1.9% during the 2nd quarter. Lodestar Private Asset Management LLC now owns 4,772 shares of the company’s stock valued at $541,000 after buying an additional 88 shares during the last quarter. City Holding Co. increased its position in shares of iShares S&P Mid-Cap 400 Value ETF by 16.9% in the first quarter. City Holding Co. now owns 690 shares of the company’s stock valued at $82,000 after acquiring an additional 100 shares during the period. Gallacher Capital Management LLC raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 5.7% during the second quarter. Gallacher Capital Management LLC now owns 1,860 shares of the company’s stock valued at $211,000 after acquiring an additional 100 shares during the last quarter. EP Wealth Advisors LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.6% during the second quarter. EP Wealth Advisors LLC now owns 6,529 shares of the company’s stock worth $741,000 after purchasing an additional 105 shares during the period. Finally, Hazlett Burt & Watson Inc. grew its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 1.5% in the first quarter. Hazlett Burt & Watson Inc. now owns 7,551 shares of the company’s stock worth $892,000 after purchasing an additional 111 shares during the last quarter.

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

Shares of NYSEARCA:IJJ opened at $122.31 on Tuesday. The stock’s 50-day moving average is $120.16 and its 200 day moving average is $116.70. The company has a market cap of $7.91 billion, a PE ratio of 14.35 and a beta of 1.08. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $92.79 and a 1 year high of $124.48.

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.