Perigon Wealth Management LLC Has $475,000 Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Perigon Wealth Management LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 18.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,168 shares of the company’s stock after acquiring an additional 655 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $475,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Capital Investment Counsel Inc purchased a new stake in shares of iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter worth about $27,000. Sheets Smith Wealth Management bought a new position in iShares S&P Mid-Cap 400 Value ETF during the third quarter valued at approximately $31,000. Atlas Capital Advisors LLC acquired a new stake in iShares S&P Mid-Cap 400 Value ETF in the fourth quarter valued at approximately $48,000. Oakworth Capital Inc. grew its position in iShares S&P Mid-Cap 400 Value ETF by 79.7% in the third quarter. Oakworth Capital Inc. now owns 539 shares of the company’s stock worth $54,000 after acquiring an additional 239 shares in the last quarter. Finally, Earnest Partners LLC increased its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 455.4% during the 3rd quarter. Earnest Partners LLC now owns 561 shares of the company’s stock worth $57,000 after purchasing an additional 460 shares during the last quarter.

iShares S&P Mid-Cap 400 Value ETF Trading Down 1.1 %

IJJ stock opened at $110.73 on Tuesday. The firm has a market cap of $7.37 billion, a PE ratio of 13.54 and a beta of 1.17. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $92.79 and a 1 year high of $118.63. The company has a fifty day simple moving average of $113.69 and a 200 day simple moving average of $108.33.

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.