Cove Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 48.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,685 shares of the exchange traded fund’s stock after buying an additional 1,200 shares during the quarter. Cove Private Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $385,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Blue Barn Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 1.6% in the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock valued at $640,000 after purchasing an additional 97 shares during the last quarter. LMG Wealth Partners LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 3.7% in the first quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 98 shares during the last quarter. Resurgent Financial Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 0.8% in the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock valued at $1,310,000 after purchasing an additional 98 shares during the last quarter. Lauer Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 1.3% in the first quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock valued at $783,000 after purchasing an additional 100 shares during the last quarter. Finally, Tsfg LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 1.8% in the first quarter. Tsfg LLC now owns 5,731 shares of the exchange traded fund’s stock valued at $599,000 after purchasing an additional 102 shares during the last quarter. 66.92% of the stock is owned by institutional investors.
iShares Core S&P Small-Cap ETF Stock Performance
Shares of NYSEARCA:IJR opened at $110.89 on Monday. The company has a market cap of $80.81 billion, a P/E ratio of 16.52 and a beta of 1.15. The stock’s 50-day moving average is $110.06 and its 200-day moving average is $107.74. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-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.
Recommended Stories
- Five stocks we like better than iShares Core S&P Small-Cap ETF
- Why Are Stock Sectors Important to Successful Investing?
- 3 Dividend Stocks Raising Payouts—and Backing It Up With Results
- Differences Between Momentum Investing and Long Term Investing
- 3 Stocks With Monopoly Power—and Minimal Competition
- Using the MarketBeat Dividend Yield Calculator
- Rocket Lab Reports Q2 Results: Is the Bull Thesis Still Intact?
Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.