Dakota Wealth Management Reduces Stock Position in iShares Core S&P Small-Cap ETF $IJR

Dakota Wealth Management decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 39.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,590 shares of the exchange traded fund’s stock after selling 31,051 shares during the period. Dakota Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $5,655,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in IJR. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in iShares Core S&P Small-Cap ETF by 10.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after acquiring an additional 10,185 shares during the period. Alaska Permanent Capital Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 11.4% in the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares during the period. Latko Wealth Management Ltd. lifted its position in shares of iShares Core S&P Small-Cap ETF by 8.5% in the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after purchasing an additional 4,608 shares during the period. First Horizon Corp bought a new position in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at approximately $10,009,000. Finally, Cambridge Capital Management LLC increased its holdings in iShares Core S&P Small-Cap ETF by 4.1% during the third quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after buying an additional 6,754 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.9%

iShares Core S&P Small-Cap ETF stock opened at $130.18 on Wednesday. The firm has a market cap of $95.73 billion, a P/E ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The business has a fifty day moving average of $126.96 and a two-hundred day moving average of $121.45.

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.