iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by WealthPLAN Partners LLC

WealthPLAN Partners LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 4,625 shares of the exchange traded fund’s stock after acquiring an additional 482 shares during the quarter. WealthPLAN Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $533,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Exchange Traded Concepts LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter valued at about $83,000. Richard W. Paul & Associates LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 5.5% during the 3rd quarter. Richard W. Paul & Associates LLC now owns 115,138 shares of the exchange traded fund’s stock valued at $13,467,000 after buying an additional 6,007 shares during the last quarter. Orgel Wealth Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.0% during the 3rd quarter. Orgel Wealth Management LLC now owns 3,954 shares of the exchange traded fund’s stock valued at $462,000 after buying an additional 153 shares during the last quarter. Kohmann Bosshard Financial Services LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.5% during the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 19,537 shares of the exchange traded fund’s stock valued at $2,285,000 after buying an additional 474 shares during the last quarter. Finally, Stratos Investment Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 23.8% during the 3rd quarter. Stratos Investment Management LLC now owns 23,686 shares of the exchange traded fund’s stock valued at $2,770,000 after buying an additional 4,550 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $117.09 on Friday. The stock has a 50-day simple moving average of $117.76 and a two-hundred day simple moving average of $117.14. The firm has a market capitalization of $84.95 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61.

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.