iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Position Reduced by Capital Planning Advisors LLC

Capital Planning Advisors LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,849 shares of the exchange traded fund’s stock after selling 664 shares during the period. Capital Planning Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $674,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Versant Capital Management Inc raised its stake in iShares Core S&P Small-Cap ETF by 71.9% during the fourth quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after buying an additional 683 shares in the last quarter. Sendero Wealth Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 29.1% during the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after acquiring an additional 1,291 shares in the last quarter. Joel Isaacson & Co. LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 2.3% in the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after purchasing an additional 444 shares during the period. Granite Bay Wealth Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 44.0% in the 2nd quarter. Granite Bay Wealth Management LLC now owns 99,502 shares of the exchange traded fund’s stock valued at $10,613,000 after buying an additional 30,416 shares during the period. Finally, Towerpoint Wealth LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 29.7% during the third quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 560 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $118.92 on Thursday. The firm has a market capitalization of $86.28 billion, a PE ratio of 12.95 and a beta of 1.16. The business’s fifty day moving average price is $119.90 and its two-hundred day moving average price is $116.59. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61.

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.