Phillips Wealth Planners LLC Buys 5,078 Shares of iShares Core S&P Small-Cap ETF $IJR

Phillips Wealth Planners LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 231.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 7,273 shares of the exchange traded fund’s stock after purchasing an additional 5,078 shares during the period. Phillips Wealth Planners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $946,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in the stock. Pasadena Private Wealth LLC grew its position in iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after buying an additional 76 shares during the period. Flavin Financial Services Inc. boosted its position in iShares Core S&P Small-Cap ETF by 0.4% during the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after purchasing an additional 78 shares during the period. Westmount Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the period. Kapstone Financial Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 4.3% during the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 79 shares during the period. Finally, Lazari Capital Management Inc. boosted its position in iShares Core S&P Small-Cap ETF by 1.4% during the fourth quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock worth $709,000 after purchasing an additional 80 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 0.9%

Shares of NYSEARCA:IJR opened at $139.69 on Wednesday. The firm has a market capitalization of $104.30 billion, a PE ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a twelve month low of $104.66 and a twelve month high of $140.53. The company has a 50-day moving average price of $132.63 and a two-hundred day moving average price of $127.57.

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.