Confluence Wealth Services Inc. Buys 4,994 Shares of iShares Core S&P Small-Cap ETF $IJR

Confluence Wealth Services Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 84.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,913 shares of the exchange traded fund’s stock after acquiring an additional 4,994 shares during the period. Confluence Wealth Services Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $1,311,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of IJR. Financial Perspectives Inc raised its stake in iShares Core S&P Small-Cap ETF by 3.5% in the fourth quarter. Financial Perspectives Inc now owns 4,912 shares of the exchange traded fund’s stock valued at $590,000 after buying an additional 168 shares during the period. Boston Trust Walden Corp raised its stake in iShares Core S&P Small-Cap ETF by 13.5% in the fourth quarter. Boston Trust Walden Corp now owns 8,390 shares of the exchange traded fund’s stock valued at $1,008,000 after buying an additional 1,000 shares during the period. Kingswood Wealth Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 41.1% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 30,140 shares of the exchange traded fund’s stock valued at $3,622,000 after buying an additional 8,774 shares during the period. FORM Wealth Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $26,178,000. Finally, Hobbs Group Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 30.2% in the fourth quarter. Hobbs Group Advisors LLC now owns 2,593 shares of the exchange traded fund’s stock valued at $312,000 after buying an additional 602 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.0%

NYSEARCA:IJR opened at $135.57 on Friday. The stock’s 50 day moving average price is $127.98 and its two-hundred day moving average price is $124.27. The firm has a market capitalization of $100.78 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 12-month low of $97.65 and a 12-month high of $137.29.

About iShares Core S&P Small-Cap ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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