iShares Core S&P Small-Cap ETF $IJR Shares Purchased by Summit Wealth Partners LLC

Summit Wealth Partners LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 21.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,034 shares of the exchange traded fund’s stock after acquiring an additional 5,842 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,107,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Nvwm LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $25,000. Bank & Trust Co purchased a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth about $30,000. Networth Advisors LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth about $40,000. DecisionPoint Financial LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after purchasing an additional 132 shares during the period. Finally, Richardson Financial Services Inc. purchased a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $42,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.0%

Shares of NYSEARCA:IJR opened at $143.26 on Tuesday. iShares Core S&P Small-Cap ETF has a twelve month low of $105.15 and a twelve month high of $145.06. The company has a market cap of $106.97 billion, a PE ratio of 16.52 and a beta of 1.02. The company’s 50 day moving average is $137.51 and its 200 day moving average is $130.05.

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.