Caldwell Trust Co Takes Position in iShares Core S&P Small-Cap ETF $IJR

Caldwell Trust Co purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 89,816 shares of the exchange traded fund’s stock, valued at approximately $9,816,000. iShares Core S&P Small-Cap ETF comprises 1.0% of Caldwell Trust Co’s portfolio, making the stock its 26th biggest holding.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in iShares Core S&P Small-Cap ETF by 24.3% in the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after buying an additional 5,853 shares during the last quarter. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $55,011,000. Invesco Ltd. grew its position in iShares Core S&P Small-Cap ETF by 2.8% in the first quarter. Invesco Ltd. now owns 6,918 shares of the exchange traded fund’s stock worth $723,000 after acquiring an additional 191 shares in the last quarter. Russell Investments Group Ltd. increased its stake in shares of iShares Core S&P Small-Cap ETF by 3.8% during the 1st quarter. Russell Investments Group Ltd. now owns 7,266 shares of the exchange traded fund’s stock worth $760,000 after purchasing an additional 265 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at $320,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 1.1%

IJR stock opened at $124.12 on Monday. The firm has a market cap of $89.61 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $125.84. The company has a fifty day simple moving average of $118.94 and a 200 day simple moving average of $115.25.

iShares Core S&P Small-Cap ETF 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.