iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Richard W. Paul & Associates LLC’s 3rd Largest Position

Richard W. Paul & Associates LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 115,138 shares of the exchange traded fund’s stock after acquiring an additional 6,007 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 4.8% of Richard W. Paul & Associates LLC’s holdings, making the stock its 3rd largest position. Richard W. Paul & Associates LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,467,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in IJR. Inspire Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 16.2% in the 3rd quarter. Inspire Advisors LLC now owns 11,166 shares of the exchange traded fund’s stock valued at $1,306,000 after purchasing an additional 1,556 shares in the last quarter. Intergy Private Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 1.1% in the third quarter. Intergy Private Wealth LLC now owns 11,240 shares of the exchange traded fund’s stock worth $1,315,000 after buying an additional 120 shares in the last quarter. Aspiriant LLC boosted its position in iShares Core S&P Small-Cap ETF by 6.0% during the third quarter. Aspiriant LLC now owns 24,949 shares of the exchange traded fund’s stock worth $2,918,000 after acquiring an additional 1,405 shares during the last quarter. Sard Wealth Management Group LLC boosted its position in iShares Core S&P Small-Cap ETF by 0.8% during the third quarter. Sard Wealth Management Group LLC now owns 64,305 shares of the exchange traded fund’s stock worth $7,521,000 after acquiring an additional 515 shares during the last quarter. Finally, Stonegate Investment Group LLC raised its holdings in iShares Core S&P Small-Cap ETF by 60.0% in the 3rd quarter. Stonegate Investment Group LLC now owns 19,743 shares of the exchange traded fund’s stock valued at $2,309,000 after acquiring an additional 7,405 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $118.15 on Friday. The firm has a market capitalization of $85.72 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The company’s 50 day simple moving average is $114.60 and its two-hundred day simple moving average is $110.57. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $120.74.

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.