Premier Path Wealth Partners LLC Has $5.74 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Premier Path Wealth Partners LLC cut its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 32.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 46,162 shares of the exchange traded fund’s stock after selling 21,827 shares during the period. Premier Path Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,738,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Bank of America Corp DE raised its position in shares of iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after buying an additional 1,901,134 shares during the last quarter. Northwestern Mutual Investment Management Company LLC grew its position in iShares Core S&P Small-Cap ETF by 35.0% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after buying an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC increased its stake in iShares Core S&P Small-Cap ETF by 12,132.4% during the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after acquiring an additional 1,393,533 shares during the period. Nationwide Fund Advisors increased its stake in iShares Core S&P Small-Cap ETF by 98.8% during the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after acquiring an additional 1,045,425 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Up 0.6%

Shares of IJR stock opened at $148.31 on Wednesday. The stock has a 50 day moving average of $139.15 and a two-hundred day moving average of $131.07. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $148.57. The company has a market capitalization of $110.74 billion, a P/E ratio of 16.52 and a beta of 1.02.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.