Provenance Wealth Advisors LLC Reduces Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Provenance Wealth Advisors LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 23.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 19,896 shares of the exchange traded fund’s stock after selling 6,113 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 0.3% of Provenance Wealth Advisors LLC’s portfolio, making the stock its 26th biggest holding. Provenance Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,473,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of IJR. Nvwm LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $25,000. Bank & Trust Co purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at approximately $30,000. Networth Advisors LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at approximately $40,000. DecisionPoint Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 61.7% in the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 132 shares during the last quarter. Finally, Richardson Financial Services Inc. acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $42,000. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $144.42 on Thursday. The stock has a 50 day moving average of $138.01 and a 200 day moving average of $130.36. The firm has a market capitalization of $107.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $145.33.

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.