Financial Planning Hawaii Inc. Purchases Shares of 15,063 iShares Core S&P Small-Cap ETF $IJR

Financial Planning Hawaii Inc. purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 15,063 shares of the exchange traded fund’s stock, valued at approximately $1,810,000. iShares Core S&P Small-Cap ETF accounts for about 1.0% of Financial Planning Hawaii Inc.’s investment portfolio, making the stock its 26th biggest holding.

A number of other institutional investors and hedge funds have also modified their holdings of IJR. Your Advocates Ltd. LLP lifted its position in iShares Core S&P Small-Cap ETF by 197.6% during the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 162 shares during the last quarter. Hantz Financial Services Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 85.4% in the third quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 117 shares during the last quarter. Bank & Trust Co acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $30,000. New Millennium Group LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 105.3% in the third quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 158 shares during the period. Finally, WPG Advisers LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 306.6% during the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock worth $51,000 after purchasing an additional 325 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $120.87 on Tuesday. The stock has a 50-day simple moving average of $127.47 and a 200 day simple moving average of $122.86. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The stock has a market capitalization of $88.88 billion, a PE ratio of 16.52 and a beta of 1.08.

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. 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.