Wealthspire Retirement LLC Acquires 23,277 Shares of iShares Core S&P Small-Cap ETF $IJR

Wealthspire Retirement LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 175,565 shares of the exchange traded fund’s stock after buying an additional 23,277 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 1.3% of Wealthspire Retirement LLC’s portfolio, making the stock its 17th biggest holding. Wealthspire Retirement LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $21,825,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IJR. Nvwm LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $25,000. Bank & Trust Co bought a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $30,000. Networth Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $40,000. DecisionPoint Financial LLC grew its holdings in iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 132 shares during the last quarter. Finally, Richardson Financial Services Inc. acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $42,000. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.5%

NYSEARCA:IJR opened at $145.78 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35. The firm has a market cap of $109.66 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The company’s 50 day moving average is $142.15 and its 200-day moving average is $133.69.

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.