Montecito Bank & Trust Invests $6.19 Million in iShares Core S&P Small-Cap ETF $IJR

Montecito Bank & Trust bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 52,114 shares of the exchange traded fund’s stock, valued at approximately $6,193,000. iShares Core S&P Small-Cap ETF comprises about 1.0% of Montecito Bank & Trust’s holdings, making the stock its 24th largest position.

Other institutional investors have also bought and sold shares of the company. RMG Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at $27,000. Bulwark Capital Corp bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter worth $30,000. Curio Wealth LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 269 shares during the last quarter. Marshall & Sullivan Inc. WA bought a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at about $38,000. Finally, Graney & King LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 95.1% during the first quarter. Graney & King LLC now owns 398 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 194 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 IJR stock opened at $121.88 on Thursday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $125.84. The company has a 50-day simple moving average of $119.15 and a two-hundred day simple moving average of $115.54. The company has a market capitalization of $87.99 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.