Patriot Financial Group Insurance Agency LLC Trims Stake in iShares Core S&P Small-Cap ETF $IJR

Patriot Financial Group Insurance Agency LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 71.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,986 shares of the exchange traded fund’s stock after selling 78,392 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,682,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Investment Partners Asset Management Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.7% in the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after acquiring an additional 93 shares in the last quarter. PCG Asset Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.1% during the 2nd quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock worth $981,000 after acquiring an additional 95 shares in the last quarter. Facet Wealth Inc. increased its position in iShares Core S&P Small-Cap ETF by 3.6% during the 2nd quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock valued at $306,000 after purchasing an additional 97 shares during the period. Loudon Investment Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% in the 2nd quarter. Loudon Investment Management LLC now owns 5,010 shares of the exchange traded fund’s stock valued at $548,000 after purchasing an additional 100 shares in the last quarter. Finally, Kayne Anderson Rudnick Investment Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 4.7% in the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,261 shares of the exchange traded fund’s stock valued at $236,000 after purchasing an additional 101 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 opened at $122.13 on Friday. The company has a 50 day moving average price of $119.23 and a 200-day moving average price of $115.59. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $125.84. The stock has a market capitalization of $88.17 billion, a PE 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.