iShares Core S&P Small-Cap ETF $IJR Stake Boosted by Ashford Advisors LLC

Ashford Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 338.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,662 shares of the exchange traded fund’s stock after acquiring an additional 4,372 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 0.1% of Ashford Advisors LLC’s portfolio, making the stock its 14th biggest holding. Ashford Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $673,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Tobias Financial Advisors Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter worth about $217,000. Valeo Financial Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 1.5% in the third quarter. Valeo Financial Advisors LLC now owns 2,302,241 shares of the exchange traded fund’s stock worth $271,135,000 after buying an additional 34,802 shares during the last quarter. Truist Financial Corp increased its holdings in iShares Core S&P Small-Cap ETF by 30.0% in the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock worth $484,181,000 after buying an additional 941,459 shares during the last quarter. Inman Jager Wealth Management LLC raised its position in iShares Core S&P Small-Cap ETF by 15.1% during the third quarter. Inman Jager Wealth Management LLC now owns 8,764 shares of the exchange traded fund’s stock valued at $1,041,000 after acquiring an additional 1,149 shares in the last quarter. Finally, Summit Investment Advisory Services LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the third quarter valued at approximately $1,130,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.4%

Shares of IJR opened at $127.66 on Wednesday. The company’s fifty day moving average is $123.17 and its 200-day moving average is $118.87. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $131.64. The firm has a market cap of $93.85 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.