iShares Core S&P Small-Cap ETF $IJR Shares Sold by Legacy Wealth Management LLC
by Danessa Lincoln · The Markets DailyLegacy Wealth Management LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 409,323 shares of the exchange traded fund’s stock after selling 5,111 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 3.2% of Legacy Wealth Management LLC’s portfolio, making the stock its 10th largest holding. Legacy Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $60,707,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE raised its position in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after purchasing an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 35.0% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after buying an additional 1,617,116 shares during the period. Valpey Financial Services LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 12,132.4% during the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after buying an additional 1,393,533 shares during the period. Fifth Third Bancorp grew its stake in iShares Core S&P Small-Cap ETF by 56.3% in the 1st quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after buying an additional 1,159,049 shares during the last quarter. Finally, Nationwide Fund Advisors grew its stake in iShares Core S&P Small-Cap ETF by 98.8% in the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after buying an additional 1,045,425 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Price Performance
Shares of IJR opened at $148.93 on Monday. The company has a market capitalization of $112.27 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a one year low of $110.60 and a one year high of $150.69. The company’s fifty day moving average price is $144.52 and its 200 day moving average price is $135.45.
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.
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