Coastline Complete Wealth LLC Makes New $10.35 Million Investment in iShares Core S&P Small-Cap ETF $IJR

Coastline Complete Wealth LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 86,109 shares of the exchange traded fund’s stock, valued at approximately $10,349,000. iShares Core S&P Small-Cap ETF accounts for 6.5% of Coastline Complete Wealth LLC’s holdings, making the stock its 6th largest position.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after acquiring an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter valued at $55,011,000. AQR Capital Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 80.7% in the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares in the last quarter. Millennium Management LLC purchased a new position in iShares Core S&P Small-Cap ETF in the first quarter valued at about $5,503,000. Finally, United Bank increased its position in iShares Core S&P Small-Cap ETF by 4.8% in the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after purchasing an additional 1,495 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

IJR opened at $143.21 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $105.15 and a fifty-two week high of $145.06. The business has a 50-day moving average of $136.99 and a 200-day moving average of $129.73. The company has a market capitalization of $106.93 billion, a PE ratio of 16.52 and a beta of 1.02.

iShares Core S&P Small-Cap ETF 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.