Baer Investment Advisory LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the first quarter, Holdings Channel.com reports. The fund acquired 156,215 shares of the exchange traded fund’s stock, valued at approximately $19,419,000. iShares Core S&P Small-Cap ETF accounts for 2.4% of Baer Investment Advisory LLC’s holdings, making the stock its 9th largest holding.
Other institutional investors have also made changes to their positions in the company. Livet Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.2% during the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock valued at $778,000 after purchasing an additional 75 shares during the period. Pasadena Private Wealth LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.7% in the 4th 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. grew its holdings in iShares Core S&P Small-Cap ETF by 0.4% during the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after buying an additional 78 shares in the last quarter. First Trust Advisors LP grew its holdings in iShares Core S&P Small-Cap ETF by 1.7% during the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock valued at $559,000 after buying an additional 78 shares in the last quarter. Finally, Westmount Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after buying an additional 79 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P Small-Cap ETF Price Performance
Shares of IJR opened at $146.48 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $107.08 and a twelve month high of $149.35. The stock has a market cap of $109.83 billion, a PE ratio of 16.52 and a beta of 1.01. The business’s 50-day moving average price is $139.82 and its 200-day moving average price is $131.49.
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.
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