Phillips Financial Management LLC Cuts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Phillips Financial Management LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 70,075 shares of the exchange traded fund’s stock after selling 10,282 shares during the quarter. Phillips Financial Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,196,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Planning Directions Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 917.8% in the 3rd quarter. Planning Directions Inc. now owns 34,860 shares of the exchange traded fund’s stock worth $4,077,000 after acquiring an additional 31,435 shares during the period. TrinityPoint Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 8.0% during the third quarter. TrinityPoint Wealth LLC now owns 30,716 shares of the exchange traded fund’s stock worth $3,593,000 after purchasing an additional 2,279 shares in the last quarter. Sugar Maple Asset Management LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the third quarter valued at about $542,000. Claro Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 9.9% in the 3rd quarter. Claro Advisors LLC now owns 12,125 shares of the exchange traded fund’s stock valued at $1,418,000 after purchasing an additional 1,090 shares in the last quarter. Finally, Ritter Daniher Financial Advisory LLC DE boosted its holdings in iShares Core S&P Small-Cap ETF by 1.4% in the 3rd quarter. Ritter Daniher Financial Advisory LLC DE now owns 178,297 shares of the exchange traded fund’s stock valued at $20,854,000 after purchasing an additional 2,389 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.9 %

Shares of IJR stock opened at $120.53 on Monday. The stock has a 50 day simple moving average of $116.63 and a 200-day simple moving average of $112.50. The company has a market cap of $87.44 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12-month low of $94.83 and a 12-month high of $126.72.

iShares Core S&P Small-Cap ETF Company 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.