Concurrent Investment Advisors LLC Purchases 24,140 Shares of iShares S&P Small-Cap 600 Value ETF $IJS

Concurrent Investment Advisors LLC raised its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 66.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 60,730 shares of the company’s stock after purchasing an additional 24,140 shares during the quarter. Concurrent Investment Advisors LLC owned 0.10% of iShares S&P Small-Cap 600 Value ETF worth $6,906,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. CoreCap Advisors LLC raised its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 39.7% in the fourth quarter. CoreCap Advisors LLC now owns 327 shares of the company’s stock worth $37,000 after buying an additional 93 shares during the period. Clearstead Advisors LLC boosted its holdings in iShares S&P Small-Cap 600 Value ETF by 1.6% during the 3rd quarter. Clearstead Advisors LLC now owns 5,916 shares of the company’s stock valued at $654,000 after acquiring an additional 95 shares during the period. Bessemer Group Inc. grew its position in iShares S&P Small-Cap 600 Value ETF by 2.9% in the 3rd quarter. Bessemer Group Inc. now owns 3,585 shares of the company’s stock valued at $397,000 after acquiring an additional 100 shares during the last quarter. Avion Wealth grew its position in iShares S&P Small-Cap 600 Value ETF by 3.8% in the 4th quarter. Avion Wealth now owns 2,708 shares of the company’s stock valued at $307,000 after acquiring an additional 100 shares during the last quarter. Finally, Cahill Financial Advisors Inc. increased its stake in iShares S&P Small-Cap 600 Value ETF by 1.3% in the third quarter. Cahill Financial Advisors Inc. now owns 7,814 shares of the company’s stock worth $864,000 after purchasing an additional 101 shares during the period. Institutional investors own 71.86% of the company’s stock.

iShares S&P Small-Cap 600 Value ETF Stock Performance

NYSEARCA:IJS opened at $128.61 on Monday. The company has a market cap of $7.90 billion, a price-to-earnings ratio of 13.92 and a beta of 1.00. iShares S&P Small-Cap 600 Value ETF has a twelve month low of $89.92 and a twelve month high of $129.57. The stock has a fifty day simple moving average of $121.45 and a 200-day simple moving average of $117.56.

iShares S&P Small-Cap 600 Value ETF Company Profile

iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 Value Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.