Sound Income Strategies LLC Boosts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sound Income Strategies LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 147.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,486 shares of the exchange traded fund’s stock after buying an additional 5,656 shares during the quarter. Sound Income Strategies LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,220,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after buying an additional 1,024,536 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in iShares Core S&P Small-Cap ETF by 549.5% in the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after purchasing an additional 12,593,909 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 2.1% in the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after purchasing an additional 112,747 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in iShares Core S&P Small-Cap ETF by 60.1% in the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after purchasing an additional 1,928,405 shares during the last quarter. Finally, Truist Financial Corp boosted its holdings in iShares Core S&P Small-Cap ETF by 30.0% in the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock worth $484,181,000 after purchasing an additional 941,459 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.3%

Shares of IJR stock opened at $126.52 on Wednesday. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52. The firm’s 50 day moving average is $127.10 and its 200 day moving average is $123.14. The stock has a market capitalization of $93.69 billion, a P/E ratio of 16.52 and a beta of 1.05.

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.