Avidian Wealth Enterprises LLC Has $2.85 Million Holdings in iShares S&P Small-Cap 600 Value ETF $IJS

Avidian Wealth Enterprises LLC cut its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 31.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,729 shares of the company’s stock after selling 11,586 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in iShares S&P Small-Cap 600 Value ETF were worth $2,845,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Abound Wealth Management lifted its position in shares of iShares S&P Small-Cap 600 Value ETF by 25.3% in the 3rd quarter. Abound Wealth Management now owns 476 shares of the company’s stock valued at $53,000 after acquiring an additional 96 shares in the last quarter. Greenup Street Wealth Management LLC grew its position in iShares S&P Small-Cap 600 Value ETF by 3.8% during the 2nd quarter. Greenup Street Wealth Management LLC now owns 2,763 shares of the company’s stock worth $275,000 after purchasing an additional 102 shares in the last quarter. ORG Partners LLC raised its stake in iShares S&P Small-Cap 600 Value ETF by 6.3% during the 2nd quarter. ORG Partners LLC now owns 1,797 shares of the company’s stock valued at $184,000 after purchasing an additional 106 shares during the period. Kingswood Wealth Advisors LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 3.7% in the third quarter. Kingswood Wealth Advisors LLC now owns 3,017 shares of the company’s stock valued at $334,000 after purchasing an additional 107 shares in the last quarter. Finally, AlphaCore Capital LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 49.3% in the second quarter. AlphaCore Capital LLC now owns 333 shares of the company’s stock valued at $33,000 after purchasing an additional 110 shares in the last quarter. 71.86% of the stock is currently owned by institutional investors and hedge funds.

iShares S&P Small-Cap 600 Value ETF Trading Down 1.6%

Shares of IJS stock opened at $119.93 on Wednesday. The company has a market capitalization of $7.39 billion, a price-to-earnings ratio of 13.92 and a beta of 1.08. iShares S&P Small-Cap 600 Value ETF has a 1-year low of $82.10 and a 1-year high of $122.71. The stock’s fifty day simple moving average is $114.93 and its 200-day simple moving average is $110.32.

iShares S&P Small-Cap 600 Value ETF 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.