Capital & Planning LLC Buys 234 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Capital & Planning LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,740 shares of the exchange traded fund’s stock after purchasing an additional 234 shares during the quarter. Capital & Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,005,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. Bank of America Corp DE increased its holdings in shares of iShares Core S&P Small-Cap ETF by 3.4% in the fourth quarter. Bank of America Corp DE now owns 32,066,508 shares of the exchange traded fund’s stock worth $3,694,703,000 after purchasing an additional 1,052,941 shares during the period. FMR LLC grew its position in iShares Core S&P Small-Cap ETF by 2.9% in the fourth quarter. FMR LLC now owns 22,780,536 shares of the exchange traded fund’s stock worth $2,624,773,000 after acquiring an additional 643,669 shares in the last quarter. Envestnet Asset Management Inc. grew its position in iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Envestnet Asset Management Inc. now owns 18,162,200 shares of the exchange traded fund’s stock worth $2,092,649,000 after acquiring an additional 394,713 shares in the last quarter. Wells Fargo & Company MN grew its position in iShares Core S&P Small-Cap ETF by 6.4% in the fourth quarter. Wells Fargo & Company MN now owns 17,170,579 shares of the exchange traded fund’s stock worth $1,978,394,000 after acquiring an additional 1,028,818 shares in the last quarter. Finally, LPL Financial LLC grew its position in iShares Core S&P Small-Cap ETF by 11.7% in the fourth quarter. LPL Financial LLC now owns 15,646,619 shares of the exchange traded fund’s stock worth $1,802,803,000 after acquiring an additional 1,639,870 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $113.08 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61. The firm has a fifty day moving average of $106.38 and a 200 day moving average of $108.57. The firm has a market capitalization of $81.92 billion, a PE ratio of 16.52 and a beta of 1.15.

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.