United Financial Planning Group LLC Makes New $6.59 Million Investment in iShares Core S&P Small-Cap ETF $IJR

United Financial Planning Group LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) in the third quarter, Holdings Channel reports. The fund acquired 55,480 shares of the exchange traded fund’s stock, valued at approximately $6,593,000. iShares Core S&P Small-Cap ETF comprises 3.6% of United Financial Planning Group LLC’s investment portfolio, making the stock its 6th biggest position.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after purchasing an additional 5,853 shares during the last quarter. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $55,011,000. AQR Capital Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 80.7% during the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock worth $1,878,000 after buying an additional 8,025 shares in the last quarter. Millennium Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth approximately $5,503,000. Finally, United Bank grew its holdings in shares of 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 valued at $3,593,000 after acquiring an additional 1,495 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

Shares of iShares Core S&P Small-Cap ETF stock opened at $122.05 on Friday. The business’s fifty day simple moving average is $128.26 and its 200 day simple moving average is $122.45. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $133.52. The firm has a market capitalization of $89.75 billion, a P/E ratio of 16.52 and a beta of 1.08.

About iShares Core S&P Small-Cap ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report).

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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