Compound Planning Inc. Acquires 39,857 Shares of iShares Core S&P Small-Cap ETF $IJR

Compound Planning Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 104.6% in the third quarter, Holdings Channel.com reports. The firm owned 77,978 shares of the exchange traded fund’s stock after buying an additional 39,857 shares during the period. Compound Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $9,266,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Laurel Wealth Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 11,144.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after buying an additional 13,606,522 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after acquiring an additional 12,593,909 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P Small-Cap ETF by 5.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after acquiring an additional 2,252,323 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 60.1% in the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after purchasing an additional 1,928,405 shares during the last quarter. Finally, Cerity Partners LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 50.8% during the second quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after purchasing an additional 1,265,540 shares in the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $128.99 on Tuesday. 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 50-day simple moving average of $126.80 and a two-hundred day simple moving average of $121.31. The company has a market capitalization of $94.85 billion, a price-to-earnings 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.