Planning Alternatives Ltd. ADV grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 308,534 shares of the exchange traded fund’s stock after acquiring an additional 2,113 shares during the period. iShares Core S&P Small-Cap ETF accounts for 5.5% of Planning Alternatives Ltd. ADV’s investment portfolio, making the stock its 6th biggest holding. Planning Alternatives Ltd. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $35,549,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also modified their holdings of the company. Financial Life Planners purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $25,000. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $33,000. Brooklyn Investment Group purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $46,000. Endeavor Private Wealth Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $47,000. Finally, SJS Investment Consulting Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 784.3% during the 4th quarter. SJS Investment Consulting Inc. now owns 451 shares of the exchange traded fund’s stock valued at $52,000 after acquiring an additional 400 shares in the last quarter.
iShares Core S&P Small-Cap ETF Stock Down 2.3 %
iShares Core S&P Small-Cap ETF stock opened at $109.19 on Tuesday. The stock has a market cap of $82.49 billion, a P/E ratio of 17.05 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61. The company’s fifty day simple moving average is $116.27 and its 200-day simple moving average is $117.39.
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.
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