Planning Directions Inc. Boosts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Planning Directions Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,638 shares of the exchange traded fund’s stock after buying an additional 6,434 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 3.6% of Planning Directions Inc.’s holdings, making the stock its 6th biggest holding. Planning Directions Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $7,167,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Nvwm LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $25,000. Your Advocates Ltd. LLP lifted its stake in shares of iShares Core S&P Small-Cap ETF by 197.6% in the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 162 shares during the last quarter. Hantz Financial Services Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 85.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 117 shares during the period. Bank & Trust Co purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $30,000. Finally, New Millennium Group LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 105.3% during the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock valued at $37,000 after purchasing an additional 158 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $125.43 on Monday. The stock’s fifty day moving average is $127.16 and its 200 day moving average is $123.05. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $133.52. The firm has a market capitalization of $92.86 billion, a PE ratio of 16.52 and a beta of 1.08.

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.