Sterling Financial Planning Inc. Sells 2,572 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)


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Sterling Financial Planning Inc. lowered its stake in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 11.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,828 shares of the exchange traded fund’s stock after selling 2,572 shares during the quarter. iShares S&P SmallCap 600 ETF makes up approximately 1.6% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 16th largest position. Sterling Financial Planning Inc.’s holdings in iShares S&P SmallCap 600 ETF were worth $2,260,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the company. Park Avenue Securities LLC lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 75.9% in the first quarter. Park Avenue Securities LLC now owns 900,640 shares of the exchange traded fund’s stock worth $97,746,000 after acquiring an additional 388,677 shares during the last quarter. Legacy Financial Advisors Inc. lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 6.4% in the first quarter. Legacy Financial Advisors Inc. now owns 11,056 shares of the exchange traded fund’s stock worth $1,200,000 after acquiring an additional 664 shares during the last quarter. DAVENPORT & Co LLC increased its stake in shares of iShares S&P SmallCap 600 ETF by 11.9% in the first quarter. DAVENPORT & Co LLC now owns 38,666 shares of the exchange traded fund’s stock valued at $4,197,000 after buying an additional 4,124 shares during the period. Atlas Private Wealth Advisors increased its stake in shares of iShares S&P SmallCap 600 ETF by 2.0% in the first quarter. Atlas Private Wealth Advisors now owns 7,504 shares of the exchange traded fund’s stock valued at $814,000 after buying an additional 146 shares during the period. Finally, Insight Financial Services increased its stake in shares of iShares S&P SmallCap 600 ETF by 39.7% in the first quarter. Insight Financial Services now owns 67,578 shares of the exchange traded fund’s stock valued at $7,334,000 after buying an additional 19,193 shares during the period.

Shares of iShares S&P SmallCap 600 ETF stock traded down $1.20 on Tuesday, hitting $110.59. The stock had a trading volume of 56,881 shares, compared to its average volume of 5,110,907. The stock has a 50 day moving average of $110.12 and a 200 day moving average of $97.29. iShares S&P SmallCap 600 ETF has a twelve month low of $54.70 and a twelve month high of $115.20.

About iShares S&P SmallCap 600 ETF

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.

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Institutional Ownership by Quarter for iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

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