iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Valpey Financial Services LLC

Valpey Financial Services LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12,132.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,405,019 shares of the exchange traded fund’s stock after buying an additional 1,393,533 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 0.9% of Valpey Financial Services LLC’s holdings, making the stock its 29th biggest position. Valpey Financial Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $168,855,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Pasadena Private Wealth LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 0.7% in the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after purchasing an additional 76 shares during the period. Flavin Financial Services Inc. raised its position in iShares Core S&P Small-Cap ETF by 0.4% in the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after acquiring an additional 78 shares in the last quarter. Westmount Partners LLC raised its position in iShares Core S&P Small-Cap ETF by 0.3% in the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after acquiring an additional 79 shares in the last quarter. Kapstone Financial Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 4.3% in the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after acquiring an additional 79 shares in the last quarter. Finally, Lazari Capital Management Inc. raised its position in iShares Core S&P Small-Cap ETF by 1.4% in the fourth quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock worth $709,000 after acquiring an additional 80 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.1%

Shares of iShares Core S&P Small-Cap ETF stock opened at $139.72 on Friday. The company’s 50-day moving average price is $131.99 and its two-hundred day moving average price is $127.30. iShares Core S&P Small-Cap ETF has a 52 week low of $103.75 and a 52 week high of $140.53. The stock has a market cap of $104.32 billion, a PE ratio of 16.52 and a beta of 1.03.

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. 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.