Life Planning Partners Inc Takes $7.91 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Life Planning Partners Inc purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 68,679 shares of the exchange traded fund’s stock, valued at approximately $7,913,000. iShares Core S&P Small-Cap ETF comprises 1.1% of Life Planning Partners Inc’s portfolio, making the stock its 25th biggest holding.

Several other hedge funds and other institutional investors have also modified their holdings of IJR. Stage Harbor Financial LLC grew its stake in iShares Core S&P Small-Cap ETF by 4.3% in the fourth quarter. Stage Harbor Financial LLC now owns 4,238 shares of the exchange traded fund’s stock valued at $488,000 after purchasing an additional 173 shares in the last quarter. RWA Wealth Partners LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 28.0% in the 4th quarter. RWA Wealth Partners LLC now owns 179,642 shares of the exchange traded fund’s stock valued at $20,698,000 after buying an additional 39,252 shares in the last quarter. Schroder Investment Management Group increased its holdings in iShares Core S&P Small-Cap ETF by 7,774.0% in the fourth quarter. Schroder Investment Management Group now owns 141,732 shares of the exchange traded fund’s stock worth $16,295,000 after buying an additional 139,932 shares during the last quarter. American Money Management LLC raised its position in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. American Money Management LLC now owns 61,553 shares of the exchange traded fund’s stock valued at $7,092,000 after acquiring an additional 1,643 shares in the last quarter. Finally, MV Capital Management Inc. raised its position in iShares Core S&P Small-Cap ETF by 5.0% during the fourth quarter. MV Capital Management Inc. now owns 8,264 shares of the exchange traded fund’s stock valued at $952,000 after acquiring an additional 392 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Down 2.2 %

IJR stock opened at $104.01 on Friday. The company has a market capitalization of $78.05 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16. The firm has a 50 day moving average of $112.58 and a two-hundred day moving average of $116.34. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61.

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.