Cobiz Wealth LLC Has $1.15 Million Stake in iShares S&P Mid-Cap 400 Value ETF (IJJ)

Cobiz Wealth LLC decreased its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 12.2% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,055 shares of the company’s stock after selling 984 shares during the quarter. Cobiz Wealth LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,146,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Berman Capital Advisors LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter worth $48,000. ERTS Wealth Advisors LLC acquired a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at about $56,000. Sandy Spring Bank boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 30.2% in the 4th quarter. Sandy Spring Bank now owns 431 shares of the company’s stock valued at $60,000 after purchasing an additional 100 shares during the period. Doyle Wealth Management purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter valued at approximately $65,000. Finally, Valeo Financial Advisors LLC raised its stake in iShares S&P Mid-Cap 400 Value ETF by 43.5% during the 4th quarter. Valeo Financial Advisors LLC now owns 478 shares of the company’s stock valued at $66,000 after acquiring an additional 145 shares during the last quarter.

Shares of IJJ stock opened at $165.09 on Friday. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $129.89 and a 12-month high of $171.00.

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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.

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Institutional Ownership by Quarter for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

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