Kingswood Wealth Advisors LLC Purchases 8,774 Shares of iShares Core S&P Small-Cap ETF $IJR

Kingswood Wealth Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 41.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 30,140 shares of the exchange traded fund’s stock after acquiring an additional 8,774 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,622,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IJR. Jones Financial Companies Lllp increased its position in shares of iShares Core S&P Small-Cap ETF by 549.5% during the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after buying an additional 12,593,909 shares during the period. JPMorgan Chase & Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after buying an additional 1,928,405 shares during the period. Nationwide Fund Advisors increased its position in shares of iShares Core S&P Small-Cap ETF by 98.8% during the fourth 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 period. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after buying an additional 1,024,536 shares during the period. Finally, Truist Financial Corp increased its position in shares of iShares Core S&P Small-Cap ETF by 30.0% during the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock valued at $484,181,000 after buying an additional 941,459 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.4%

Shares of IJR opened at $135.62 on Thursday. The business’s 50-day moving average price is $127.86 and its 200-day moving average price is $124.19. iShares Core S&P Small-Cap ETF has a twelve month low of $97.61 and a twelve month high of $137.29. The stock has a market cap of $100.82 billion, a PE ratio of 16.52 and a beta of 1.02.

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.

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

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