Crestwood Advisors Group LLC Trims Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Crestwood Advisors Group LLC decreased its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 18.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,404 shares of the company’s stock after selling 759 shares during the quarter. Crestwood Advisors Group LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $425,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. International Assets Investment Management LLC grew its stake in iShares S&P Mid-Cap 400 Value ETF by 12,420.2% during the 3rd quarter. International Assets Investment Management LLC now owns 237,634 shares of the company’s stock worth $29,376,000 after purchasing an additional 235,736 shares in the last quarter. Strategic Financial Concepts LLC purchased a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at about $247,000. InvesTrust purchased a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at about $7,772,000. JPMorgan Chase & Co. lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 18.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 391,172 shares of the company’s stock valued at $48,357,000 after purchasing an additional 60,576 shares during the last quarter. Finally, Life Planning Partners Inc purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter valued at approximately $6,559,000.

iShares S&P Mid-Cap 400 Value ETF Trading Up 0.3 %

NYSEARCA IJJ opened at $125.73 on Wednesday. The business’s 50 day moving average is $127.09 and its two-hundred day moving average is $125.92. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $109.12 and a 12-month high of $136.42. The stock has a market capitalization of $8.13 billion, a price-to-earnings ratio of 14.35 and a beta of 1.08.

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.