CrossGen Wealth LLC Acquires New Stake in iShares Core S&P Small-Cap ETF $IJR

CrossGen Wealth LLC bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,601 shares of the exchange traded fund’s stock, valued at approximately $914,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Strive Financial Group LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $2,712,000. Ameriflex Group Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 87.3% in the fourth quarter. Ameriflex Group Inc. now owns 3,682 shares of the exchange traded fund’s stock valued at $442,000 after buying an additional 1,716 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 22.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 1,326,065 shares of the exchange traded fund’s stock valued at $158,931,000 after buying an additional 243,100 shares during the period. Summit Global Investments boosted its stake in iShares Core S&P Small-Cap ETF by 184.9% during the fourth quarter. Summit Global Investments now owns 8,644 shares of the exchange traded fund’s stock valued at $1,039,000 after buying an additional 5,610 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after buying an additional 366,136 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 1.8%

NYSEARCA:IJR opened at $143.21 on Friday. The business’s 50-day moving average price is $136.99 and its 200 day moving average price is $129.73. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $145.06. The firm has a market cap of $106.93 billion, a P/E ratio of 16.52 and a beta of 1.02.

About iShares Core S&P Small-Cap ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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