Geller Advisors LLC Boosts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Geller Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3,797.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 99,570 shares of the exchange traded fund’s stock after purchasing an additional 97,015 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 0.8% of Geller Advisors LLC’s portfolio, making the stock its 15th biggest holding. Geller Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,473,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Gen Wealth Partners Inc lifted its stake in iShares Core S&P Small-Cap ETF by 15.0% during the 4th quarter. Gen Wealth Partners Inc now owns 2,134 shares of the exchange traded fund’s stock valued at $246,000 after acquiring an additional 278 shares during the period. Gotham Asset Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 40.5% during the fourth quarter. Gotham Asset Management LLC now owns 77,825 shares of the exchange traded fund’s stock valued at $8,967,000 after purchasing an additional 22,443 shares during the last quarter. Focus Partners Wealth lifted its position in iShares Core S&P Small-Cap ETF by 152.3% during the fourth quarter. Focus Partners Wealth now owns 1,021,711 shares of the exchange traded fund’s stock valued at $119,842,000 after purchasing an additional 616,714 shares during the period. Francis Financial Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 1.0% in the fourth quarter. Francis Financial Inc. now owns 125,493 shares of the exchange traded fund’s stock worth $14,459,000 after purchasing an additional 1,260 shares during the last quarter. Finally, Full Sail Capital LLC grew its position in iShares Core S&P Small-Cap ETF by 0.5% in the 4th quarter. Full Sail Capital LLC now owns 557,675 shares of the exchange traded fund’s stock worth $64,255,000 after purchasing an additional 2,583 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $103.62 on Friday. The stock has a market capitalization of $76.89 billion, a price-to-earnings ratio of 15.05 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61. The business’s fifty day moving average price is $101.30 and its 200-day moving average price is $112.57.

About iShares Core S&P Small-Cap ETF

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.