Haverford Trust Co Has $198.66 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Haverford Trust Co lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,724,170 shares of the exchange traded fund’s stock after acquiring an additional 5,376 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 2.0% of Haverford Trust Co’s holdings, making the stock its 17th largest holding. Haverford Trust Co’s holdings in iShares Core S&P Small-Cap ETF were worth $198,659,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Hirtle Callaghan & Co LLC grew its holdings in iShares Core S&P Small-Cap ETF by 11.0% during the 4th quarter. Hirtle Callaghan & Co LLC now owns 3,388 shares of the exchange traded fund’s stock worth $390,000 after acquiring an additional 335 shares during the last quarter. Syntax Research Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 12.7% during the fourth quarter. Syntax Research Inc. now owns 28,848 shares of the exchange traded fund’s stock worth $3,324,000 after purchasing an additional 3,246 shares in the last quarter. Angeles Investment Advisors LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $735,000. Congress Wealth Management LLC DE increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.2% in the fourth quarter. Congress Wealth Management LLC DE now owns 395,517 shares of the exchange traded fund’s stock valued at $45,572,000 after purchasing an additional 4,540 shares in the last quarter. Finally, Clune & Associates LTD. bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $3,927,000.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $105.37 on Monday. The stock’s fifty day moving average price is $113.55 and its two-hundred day moving average price is $116.53. The company has a market cap of $79.07 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52-week low of $101.85 and a 52-week high of $128.61.

About iShares Core S&P Small-Cap ETF

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.