Transform Wealth LLC Has $495,000 Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Transform Wealth LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.1% during the 4th quarter, Holdings Channel reports. The firm owned 4,295 shares of the exchange traded fund’s stock after selling 90 shares during the period. Transform Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $495,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Riggs Asset Managment Co. Inc. increased its stake in iShares Core S&P Small-Cap ETF by 50.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares during the period. HWG Holdings LP acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth $41,000. Brooklyn Investment Group acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth $46,000. Abich Financial Wealth Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 285.6% in the third quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock worth $56,000 after purchasing an additional 357 shares during the period. Finally, Davis Capital Management raised its stake in iShares Core S&P Small-Cap ETF by 20.1% in the third quarter. Davis Capital Management now owns 597 shares of the exchange traded fund’s stock valued at $70,000 after purchasing an additional 100 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 1.7 %

IJR opened at $119.96 on Wednesday. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The stock has a market capitalization of $87.03 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The company has a 50-day simple moving average of $120.07 and a 200 day simple moving average of $116.47.

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.