iShares Core S&P Small-Cap ETF $IJR Stake Increased by Capital Asset Advisory Services LLC

Capital Asset Advisory Services LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 411,166 shares of the exchange traded fund’s stock after buying an additional 29,257 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 2.1% of Capital Asset Advisory Services LLC’s holdings, making the stock its 14th biggest position. Capital Asset Advisory Services LLC owned approximately 0.06% of iShares Core S&P Small-Cap ETF worth $51,281,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of IJR. Obermeyer Wealth Partners boosted its position in iShares Core S&P Small-Cap ETF by 0.5% during the 3rd quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock worth $2,139,000 after acquiring an additional 83 shares during the period. Spirepoint Private Client LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.8% in the 3rd quarter. Spirepoint Private Client LLC now owns 11,365 shares of the exchange traded fund’s stock valued at $1,351,000 after purchasing an additional 85 shares during the period. Conquis Financial LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 0.3% in the third quarter. Conquis Financial LLC now owns 34,994 shares of the exchange traded fund’s stock worth $4,158,000 after purchasing an additional 91 shares in the last quarter. RiverGlades Family Offices LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 0.5% in the third quarter. RiverGlades Family Offices LLC now owns 19,524 shares of the exchange traded fund’s stock worth $2,320,000 after purchasing an additional 91 shares in the last quarter. Finally, Evanson Asset Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% during the third quarter. Evanson Asset Management LLC now owns 20,280 shares of the exchange traded fund’s stock worth $2,410,000 after purchasing an additional 94 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $122.89 on Tuesday. The company’s 50 day moving average price is $127.97 and its 200 day moving average price is $122.71. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52. The company has a market capitalization of $90.37 billion, a PE ratio of 16.52 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company 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.