Planning Alternatives Ltd. ADV Raises Position in iShares Core S&P Small-Cap ETF $IJR

Planning Alternatives Ltd. ADV raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 352,704 shares of the exchange traded fund’s stock after buying an additional 4,074 shares during the period. iShares Core S&P Small-Cap ETF comprises 5.7% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 5th biggest position. Planning Alternatives Ltd. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $43,845,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its position in iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after acquiring an additional 5,853 shares during the last quarter. Heck Capital Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $55,011,000. AQR Capital Management LLC raised its position in iShares Core S&P Small-Cap ETF by 80.7% in the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares during the last quarter. Millennium Management LLC acquired a new position in iShares Core S&P Small-Cap ETF in the first quarter worth $5,503,000. Finally, United Bank boosted its stake in iShares Core S&P Small-Cap ETF by 4.8% in the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after purchasing an additional 1,495 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 $146.02 on Monday. The stock’s fifty day moving average is $141.57 and its 200-day moving average is $133.16. The stock has a market capitalization of $109.79 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35.

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.