KPP Advisory Services LLC Boosts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

KPP Advisory Services LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 58.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 48,200 shares of the exchange traded fund’s stock after purchasing an additional 17,686 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 0.9% of KPP Advisory Services LLC’s holdings, making the stock its 27th largest holding. KPP Advisory Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,040,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Founders Financial Alliance LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% in the 4th quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock worth $541,000 after purchasing an additional 91 shares in the last quarter. Plancorp LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% in the 4th quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock worth $2,199,000 after purchasing an additional 96 shares in the last quarter. Blueprint Investment Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.3% in the 4th quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock worth $505,000 after purchasing an additional 98 shares in the last quarter. Peloton Wealth Strategists boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.3% in the 4th quarter. Peloton Wealth Strategists now owns 3,174 shares of the exchange traded fund’s stock worth $366,000 after purchasing an additional 100 shares in the last quarter. Finally, Vertex Planning Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Vertex Planning Partners LLC now owns 7,569 shares of the exchange traded fund’s stock worth $872,000 after purchasing an additional 105 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 1.0%

IJR opened at $107.56 on Thursday. The stock has a 50-day moving average price of $104.46 and a 200-day moving average price of $109.21. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The stock has a market capitalization of $77.67 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.