Blue Trust Inc. Has $2.15 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Blue Trust Inc. raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 50.8% in the 4th quarter, HoldingsChannel reports. The firm owned 17,898 shares of the exchange traded fund’s stock after purchasing an additional 6,028 shares during the quarter. Blue Trust Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $2,151,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Matrix Asset Advisors Inc. NY grew its holdings in iShares Core S&P Small-Cap ETF by 9.0% during the 4th quarter. Matrix Asset Advisors Inc. NY now owns 62,874 shares of the exchange traded fund’s stock worth $7,556,000 after acquiring an additional 5,168 shares during the last quarter. Oldfather Financial Services LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $272,000. Legacy Capital Wealth Partners LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Legacy Capital Wealth Partners LLC now owns 11,890 shares of the exchange traded fund’s stock worth $1,429,000 after purchasing an additional 253 shares in the last quarter. SWP Financial LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.8% during the fourth quarter. SWP Financial LLC now owns 17,208 shares of the exchange traded fund’s stock valued at $2,068,000 after purchasing an additional 142 shares during the last quarter. Finally, Verus Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.9% during the fourth quarter. Verus Wealth Management LLC now owns 31,212 shares of the exchange traded fund’s stock valued at $3,751,000 after purchasing an additional 576 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $125.43 on Friday. The firm has a 50 day simple moving average of $127.22 and a 200 day simple moving average of $122.93. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $133.52. The firm has a market cap of $92.23 billion, a P/E 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.