Wealth Effects LLC Acquires 300 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Wealth Effects LLC increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,648 shares of the exchange traded fund’s stock after acquiring an additional 300 shares during the quarter. Wealth Effects LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $778,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 3.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after acquiring an additional 1,149,045 shares during the period. Envestnet Asset Management Inc. lifted its position in iShares Core S&P Small-Cap ETF by 98.5% in the second quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock worth $1,825,266,000 after purchasing an additional 8,492,105 shares during the period. LPL Financial LLC boosted its stake in iShares Core S&P Small-Cap ETF by 2.5% during the second quarter. LPL Financial LLC now owns 13,317,367 shares of the exchange traded fund’s stock worth $1,420,430,000 after buying an additional 324,829 shares in the last quarter. Raymond James & Associates increased its holdings in iShares Core S&P Small-Cap ETF by 1.4% in the 3rd quarter. Raymond James & Associates now owns 9,904,939 shares of the exchange traded fund’s stock valued at $1,158,482,000 after buying an additional 133,903 shares during the period. Finally, First Command Advisory Services Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 1.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 8,681,654 shares of the exchange traded fund’s stock valued at $926,212,000 after buying an additional 84,327 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR traded down $1.85 during midday trading on Monday, reaching $116.30. 1,250,339 shares of the company’s stock were exchanged, compared to its average volume of 3,776,934. The company’s 50 day simple moving average is $114.60 and its two-hundred day simple moving average is $110.61. iShares Core S&P Small-Cap ETF has a 12 month low of $87.32 and a 12 month high of $120.74. The firm has a market capitalization of $84.38 billion, a PE ratio of 12.95 and a beta of 1.16.

iShares Core S&P Small-Cap ETF Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market.