Financial Advisors LLC Boosts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Financial Advisors LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 502,419 shares of the exchange traded fund’s stock after acquiring an additional 13,164 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 11.2% of Financial Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Financial Advisors LLC owned about 0.07% of iShares Core S&P Small-Cap ETF worth $58,763,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Envestnet Asset Management Inc. lifted its stake in iShares Core S&P Small-Cap ETF by 98.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after acquiring an additional 8,492,105 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 3.4% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock valued at $3,723,730,000 after purchasing an additional 1,149,045 shares during the last quarter. J.Safra Asset Management Corp bought a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter worth $78,567,000. Bronte Capital Management Pty Ltd. boosted its holdings in iShares Core S&P Small-Cap ETF by 180.2% during the second quarter. Bronte Capital Management Pty Ltd. now owns 904,478 shares of the exchange traded fund’s stock worth $96,472,000 after purchasing an additional 581,689 shares during the last quarter. Finally, Dynasty Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the first quarter valued at $52,989,000.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR traded down $0.70 on Thursday, hitting $118.02. 390,736 shares of the company’s stock were exchanged, compared to its average volume of 3,789,535. The firm has a 50-day moving average price of $114.27 and a 200-day moving average price of $110.46. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $120.74. The company has a market cap of $85.62 billion, a P/E 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.