Proathlete Wealth Management LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 226,928 shares of the exchange traded fund’s stock after buying an additional 4,748 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 7.8% of Proathlete Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. Proathlete Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $28,239,000 as of its most recent SEC filing.
Several other large investors have also made changes to their positions in the business. Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after acquiring an additional 235,129 shares during the period. Bank of America Corp DE increased its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after acquiring an additional 1,901,134 shares in the last quarter. Morgan Stanley raised its position in iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after acquiring an additional 86,538 shares during the period. LPL Financial LLC raised its position in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after acquiring an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after purchasing an additional 366,136 shares in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P Small-Cap ETF Stock Down 0.7%
Shares of NYSEARCA IJR opened at $146.48 on Friday. The company’s 50-day simple moving average is $139.60 and its 200-day simple moving average is $131.38. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35. The firm has a market cap of $109.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.
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. 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.
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